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IAM Advisory’s Air Products & Chemicals APD Stock Holding History

IAM Advisory’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
-1,023
Closed -$248K – 102
2024
Q1 		$248K Buy
1,023
+27
+3% +$6.62K 0.07% 89
2023
Q4 		$273K Sell
996
-5
-0.5% -$1.38K 0.09% 78
2023
Q3 		$284K Buy
1,001
+106
+12% +$31.1K 0.1% 77
2023
Q2 		$268K Buy
895
+112
+14% +$31.9K 0.09% 77
2023
Q1 		$225K Buy
783
+54
+7% +$15.8K 0.08% 83
2022
Q4 		$225K Buy
+729
New +$205K 0.08% 78

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAM Advisory's APD Position: Q2 2024 in Review

IAM Advisory sold out of Air Products & Chemicals (APD) in Q2 2024, closing a stake of 1,023 shares — an estimated $248K sold.

IAM Advisory first reported a position in APD in Q4 2022 and held it in 6 quarters. The position peaked at $284K in Q3 2023. 1,678 funds tracked by Wall St. Rank hold APD as of Q2 2024.

  • IAM Advisory reported no remaining Air Products & Chemicals position as of Q2 2024 after selling out during the quarter.
  • IAM Advisory sold 1,023 Air Products & Chemicals shares in Q2 2024, an estimated $248K.
  • IAM Advisory first reported a position in Air Products & Chemicals in Q4 2022 and held it in 6 quarters.
  • IAM Advisory's Air Products & Chemicals position peaked at $284K in Q3 2023.
  • 1,678 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on IAM Advisory's 13F filing for Q2 2024, filed 12 Jul 2024.