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FRG Family Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

FRG Family Wealth 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
Q2 		– Sell
-6
Closed -$1.42K – 157
2024
Q1 		$1.42K Buy
+6
New +$1.47K ﹤0.01% 337

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FRG Family Wealth Advisors's APD Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Air Products & Chemicals (APD) in Q2 2024, closing a stake of 6 shares — an estimated $1.42K sold.

FRG Family Wealth Advisors first reported a position in APD in Q1 2024 and held it in 1 quarter. The position peaked at $1.42K in Q1 2024. 1,674 funds tracked by Wall St. Rank hold APD as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Air Products & Chemicals position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 6 Air Products & Chemicals shares in Q2 2024, an estimated $1.42K.
  • FRG Family Wealth Advisors first reported a position in Air Products & Chemicals in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Air Products & Chemicals position peaked at $1.42K in Q1 2024.
  • 1,674 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.