FFA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return