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High Net Worth Advisory Group’s Air Products & Chemicals APD Stock Holding History

High Net Worth Advisory 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
2023
Q1 		– Sell
-233
Closed -$71.8K – 216
2022
Q4 		$71.8K Sell
233
-16
-6% -$4.51K 0.03% 278
2022
Q3 		$58K Hold
249
– – 0.02% 304
2022
Q2 		$60K Buy
249
+1
+0.4% +$243 0.02% 293
2022
Q1 		$62K Sell
248
-56
-18% -$14.4K 0.02% 311
2021
Q4 		$92K Buy
+304
New +$89.3K 0.03% 267

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

High Net Worth Advisory Group's APD Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Air Products & Chemicals (APD) in Q1 2023, closing a stake of 233 shares — an estimated $71.8K sold.

High Net Worth Advisory Group first reported a position in APD in Q4 2021 and held it in 5 quarters. The position peaked at $92K in Q4 2021. 1,584 funds tracked by Wall St. Rank hold APD as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Air Products & Chemicals position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 233 Air Products & Chemicals shares in Q1 2023, an estimated $71.8K.
  • High Net Worth Advisory Group first reported a position in Air Products & Chemicals in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Air Products & Chemicals position peaked at $92K in Q4 2021.
  • 1,584 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.