First Foundation Advisors’s Air Products & Chemicals APD Stock Holding History

First Foundation 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	–	Sell	-1,210	Closed	-$312K	–	359
2024 Q2	$312K	Sell	1,210 -28	-2%	-$7.1K	0.01%	276
2024 Q1	$300K	Sell	1,238 -212	-15%	-$51.9K	0.01%	283
2023 Q4	$397K	Sell	1,450 -1,131	-44%	-$311K	0.02%	249
2023 Q3	$731K	Buy	2,581 +201	+8%	+$59K	0.03%	211
2023 Q2	$713K	Buy	2,380 +781	+49%	+$222K	0.03%	206
2023 Q1	$459K	Buy	1,599 +55	+4%	+$16.1K	0.02%	243
2022 Q4	$476K	Buy	1,544 +48	+3%	+$13.5K	0.02%	253
2022 Q3	$348K	Buy	+1,496	New	+$370K	0.02%	272

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 $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

First Foundation Advisors's APD Position: Q3 2024 in Review

First Foundation Advisors sold out of Air Products & Chemicals (APD) in Q3 2024, closing a stake of 1,210 shares — an estimated $312K sold.

First Foundation Advisors first reported a position in APD in Q3 2022 and held it in 8 quarters. The position peaked at $731K in Q3 2023. 1,676 funds tracked by Wall St. Rank hold APD as of Q3 2024.

First Foundation Advisors reported no remaining Air Products & Chemicals position as of Q3 2024 after selling out during the quarter.
First Foundation Advisors sold 1,210 Air Products & Chemicals shares in Q3 2024, an estimated $312K.
First Foundation Advisors first reported a position in Air Products & Chemicals in Q3 2022 and held it in 8 quarters.
First Foundation Advisors's Air Products & Chemicals position peaked at $731K in Q3 2023.
1,676 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.