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FBFS
First Business Financial Services’s
Air Products & Chemicals
APD
Stock Holding History
First Business Financial Services’s Portfolio
APD Stock Details
APD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-2,370
Closed
-$574K
–
159
2024
Q1
$574K
Hold
2,370
–
–
0.06%
102
2023
Q4
$649K
Hold
2,370
–
–
0.08%
96
2023
Q3
$672K
Buy
2,370
+10
+0.4%
+$2.93K
0.09%
96
2023
Q2
$707K
Hold
2,360
–
–
0.09%
93
2023
Q1
$678K
Hold
2,360
–
–
0.09%
94
2022
Q4
$727K
Hold
2,360
–
–
0.1%
84
2022
Q3
$549K
Hold
2,360
–
–
0.08%
94
2022
Q2
$568K
Sell
2,360
-100
-4%
-$24.3K
0.08%
96
2022
Q1
$615K
Hold
2,460
–
–
0.07%
93
2021
Q4
$748K
Hold
2,460
–
–
0.08%
93
2021
Q3
$630K
Buy
2,460
+100
+4%
+$27.7K
0.07%
96
2021
Q2
$679K
Buy
2,360
+305
+15%
+$89.5K
0.08%
89
2021
Q1
$578K
Buy
2,055
+80
+4%
+$21.7K
0.08%
83
2020
Q4
$540K
Sell
1,975
-75
-4%
-$21.1K
0.08%
79
2020
Q3
$611K
Hold
2,050
–
–
0.1%
62
2020
Q2
$495K
Hold
2,050
–
–
0.09%
73
2020
Q1
$409K
Hold
2,050
–
–
0.08%
69
2019
Q4
$482K
Hold
2,050
–
–
0.08%
80
2019
Q3
$455K
Buy
+2,050
New
+$461K
0.08%
78
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1-Year Est. Return
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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