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FinTrust Capital Advisors’s Air Products & Chemicals APD Stock Holding History

FinTrust Capital 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
Q3 		$49.4K Sell
166
-3
-2% -$820 0.01% 576
2024
Q2 		$43.6K Sell
169
-197
-54% -$50K 0.01% 574
2024
Q1 		$88.7K Buy
366
+180
+97% +$44.1K 0.02% 407
2023
Q4 		$50.9K Buy
186
+54
+41% +$14.8K 0.01% 481
2023
Q3 		$37.4K Buy
132
+38
+40% +$11.1K 0.01% 515
2023
Q2 		$29K Hold
94
– – 0.01% 569
2023
Q1 		$29K Hold
94
– – 0.01% 568
2022
Q4 		$29K Sell
94
-123
-57% -$34.7K 0.01% 567
2022
Q3 		$53K Buy
217
+10
+5% +$2.48K 0.01% 499
2022
Q2 		$49K Buy
207
+42
+25% +$10.2K 0.01% 530
2022
Q1 		$41K Buy
165
+142
+617% +$36.5K 0.01% 601
2021
Q4 		$7K Hold
23
– – ﹤0.01% 968
2021
Q3 		$6K Hold
23
– – ﹤0.01% 990
2021
Q2 		$7K Hold
23
– – ﹤0.01% 987
2021
Q1 		$6K Sell
23
-590
-96% -$160K ﹤0.01% 983
2020
Q4 		$167K Sell
613
-17
-3% -$4.79K 0.05% 276
2020
Q3 		$188K Buy
630
+227
+56% +$65.3K 0.04% 244
2020
Q2 		$97K Hold
403
– – 0.04% 338
2020
Q1 		$80K Sell
403
-192
-32% -$43.8K 0.04% 321
2019
Q4 		$140K Sell
595
-39
-6% -$8.8K 0.06% 278
2019
Q3 		$141K Buy
634
+101
+19% +$22.7K 0.05% 284
2019
Q2 		$121K Buy
533
+312
+141% +$64.6K 0.05% 269
2019
Q1 		$42K Sell
221
-459
-68% -$79K 0.02% 421
2018
Q4 		$109K Buy
+680
New +$108K 0.05% 251

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FinTrust Capital Advisors's APD Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Air Products & Chemicals (APD) stake by 1.8% in Q3 2024, selling an estimated $820 and leaving 166 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #576.

FinTrust Capital Advisors first reported a position in APD in Q4 2018 and has held it in 24 quarters since. The position peaked at $188K in Q3 2020. 1,676 funds tracked by Wall St. Rank hold APD as of Q3 2024.

  • FinTrust Capital Advisors held 166 shares of Air Products & Chemicals worth $49.4K as of Q3 2024.
  • FinTrust Capital Advisors sold 3 Air Products & Chemicals shares in Q3 2024, an estimated $820.
  • Air Products & Chemicals made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #576 holding.
  • FinTrust Capital Advisors first reported a position in Air Products & Chemicals in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Air Products & Chemicals position peaked at $188K in Q3 2020.
  • 1,676 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.