Financial Synergies Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$970	–	95
2024 Q1	$970	Hold	4	–	–	﹤0.01%	410
2023 Q4	$1.23K	Hold	4	–	–	﹤0.01%	304
2023 Q3	$1.13K	Hold	4	–	–	﹤0.01%	358
2023 Q2	$1.2K	Hold	4	–	–	﹤0.01%	350
2023 Q1	$1.15K	Hold	4	–	–	﹤0.01%	363
2022 Q4	$1.23K	Sell	4 -3	-43%	-$845	﹤0.01%	304
2022 Q3	$1.63K	Buy	+7	New	+$1.73K	﹤0.01%	240

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Synergies Wealth Advisors's APD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Air Products & Chemicals (APD) in Q2 2024, closing a stake of 4 shares — an estimated $970 sold.

Financial Synergies Wealth Advisors first reported a position in APD in Q3 2022 and held it in 7 quarters. The position peaked at $1.63K in Q3 2022. 1,678 funds tracked by Wall St. Rank hold APD as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Air Products & Chemicals position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 4 Air Products & Chemicals shares in Q2 2024, an estimated $970.
Financial Synergies Wealth Advisors first reported a position in Air Products & Chemicals in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Air Products & Chemicals position peaked at $1.63K in Q3 2022.
1,678 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.