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Fortem Financial Group’s Air Products & Chemicals APD Stock Holding History

Fortem Financial Group’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
-2,717
Closed -$701K – 176
2024
Q2 		$701K Buy
2,717
+70
+3% +$17.8K 0.3% 93
2024
Q1 		$641K Buy
2,647
+665
+34% +$163K 0.28% 98
2023
Q4 		$543K Buy
1,982
+465
+31% +$128K 0.27% 101
2023
Q3 		$430K Buy
+1,517
New +$445K 0.25% 103

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

Fortem Financial Group's APD Position: Q3 2024 in Review

Fortem Financial Group sold out of Air Products & Chemicals (APD) in Q3 2024, closing a stake of 2,717 shares — an estimated $701K sold.

Fortem Financial Group first reported a position in APD in Q3 2023 and held it in 4 quarters. The position peaked at $701K in Q2 2024. 1,672 funds tracked by Wall St. Rank hold APD as of Q3 2024.

  • Fortem Financial Group reported no remaining Air Products & Chemicals position as of Q3 2024 after selling out during the quarter.
  • Fortem Financial Group sold 2,717 Air Products & Chemicals shares in Q3 2024, an estimated $701K.
  • Fortem Financial Group first reported a position in Air Products & Chemicals in Q3 2023 and held it in 4 quarters.
  • Fortem Financial Group's Air Products & Chemicals position peaked at $701K in Q2 2024.
  • 1,672 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on Fortem Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.