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Financial & Tax Architects’s Air Products & Chemicals APD Stock Holding History

Financial & Tax Architects’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
2023
Q1 		– Sell
-15,262
Closed -$4.65M – 77
2022
Q4 		$4.65M Buy
+15,262
New +$4.3M 1.59% 30
2021
Q4 		– Sell
-1,789
Closed -$458K – 94
2021
Q3 		$458K Sell
1,789
-452
-20% -$125K 0.21% 77
2021
Q2 		$645K Sell
2,241
-520
-19% -$153K 0.32% 73
2021
Q1 		$777K Buy
+2,761
New +$751K 0.44% 46

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial & Tax Architects's APD Position: Q1 2023 in Review

Financial & Tax Architects sold out of Air Products & Chemicals (APD) in Q1 2023, closing a stake of 15,262 shares — an estimated $4.65M sold.

Financial & Tax Architects first reported a position in APD in Q1 2021 and held it in 4 quarters. The position peaked at $4.65M in Q4 2022. 1,584 funds tracked by Wall St. Rank hold APD as of Q1 2023.

  • Financial & Tax Architects reported no remaining Air Products & Chemicals position as of Q1 2023 after selling out during the quarter.
  • Financial & Tax Architects sold 15,262 Air Products & Chemicals shares in Q1 2023, an estimated $4.65M.
  • Financial & Tax Architects first reported a position in Air Products & Chemicals in Q1 2021 and held it in 4 quarters.
  • Financial & Tax Architects's Air Products & Chemicals position peaked at $4.65M in Q4 2022.
  • 1,584 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2023.

Based on Financial & Tax Architects's 13F filing for Q1 2023, filed 27 Apr 2023.