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Halpern Financial’s Air Products & Chemicals APD Stock Holding History

Halpern Financial’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 		$2.03K Buy
+7
New +$1.91K ﹤0.01% 201
2023
Q1 		– Sell
-100
Closed -$30.8K – 183
2022
Q4 		$30.8K Hold
100
– – 0.01% 98
2022
Q3 		$23.3K Sell
100
-36
-26% -$8.91K 0.01% 108
2022
Q2 		$32.7K Buy
136
+36
+36% +$8.75K 0.01% 95
2022
Q1 		$25K Hold
100
– – 0.01% 126
2021
Q4 		$30.4K Buy
+100
New +$29.4K 0.01% 113

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

Halpern Financial's APD Position: Q3 2024 in Review

Halpern Financial opened a new position in Air Products & Chemicals (APD) in Q3 2024: 7 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings. This is a return to the name: Halpern Financial previously reported a position in APD as recently as Q4 2022.

Halpern Financial first reported a position in APD in Q4 2021 and has held it in 6 quarters since. The position peaked at $32.7K in Q2 2022. 1,672 funds tracked by Wall St. Rank hold APD as of Q3 2024.

  • Halpern Financial held 7 shares of Air Products & Chemicals worth $2.03K as of Q3 2024.
  • Air Products & Chemicals was a new Halpern Financial position in Q3 2024.
  • Air Products & Chemicals made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #201 holding.
  • Halpern Financial first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 6 quarters since.
  • Halpern Financial's Air Products & Chemicals position peaked at $32.7K in Q2 2022.
  • 1,672 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.