Heritage Wealth Management (Arizona)’s Air Products & Chemicals APD Stock Holding History

Heritage Wealth Management (Arizona)’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	-19,345	Closed	-$58.5K	–	171
2024 Q1	$58.5K	Buy	19,345 +16,135	+503%	+$3.95M	0.03%	177
2023 Q4	$879K	Buy	+3,210	New	+$883K	0.48%	48
2022 Q4	$1.44M	Buy	4,684 +4,662	+21,191%	+$1.31M	0.21%	76
2022 Q3	$5K	Hold	22	–	–	﹤0.01%	748
2022 Q2	$5.29K	Hold	22	–	–	﹤0.01%	761
2022 Q1	$5K	Buy	+22	New	+$5.65K	﹤0.01%	788
2021 Q3	$6K	Hold	22	–	–	﹤0.01%	703
2021 Q2	$6K	Hold	22	–	–	﹤0.01%	716
2021 Q1	$6K	Buy	+22	New	+$5.98K	﹤0.01%	622

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s APD Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of Air Products & Chemicals (APD) in Q2 2024, closing a stake of 19,345 shares — an estimated $58.5K sold.

Heritage Wealth Management (Arizona) first reported a position in APD in Q1 2021 and held it in 9 quarters. The position peaked at $1.44M in Q4 2022. 1,677 funds tracked by Wall St. Rank hold APD as of Q2 2024.

Heritage Wealth Management (Arizona) reported no remaining Air Products & Chemicals position as of Q2 2024 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 19,345 Air Products & Chemicals shares in Q2 2024, an estimated $58.5K.
Heritage Wealth Management (Arizona) first reported a position in Air Products & Chemicals in Q1 2021 and held it in 9 quarters.
Heritage Wealth Management (Arizona)'s Air Products & Chemicals position peaked at $1.44M in Q4 2022.
1,677 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.