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ICA Group Wealth Management’s Air Products & Chemicals APD Stock Holding History

ICA Group Wealth Management’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
-78
Closed -$18.9K – 813
2024
Q1 		$18.9K Hold
78
– – ﹤0.01% 770
2023
Q4 		$21.4K Buy
+78
New +$21.4K ﹤0.01% 706
2023
Q3 		– Sell
-78
Closed -$23.4K – 288
2023
Q2 		$23.4K Sell
78
-100
-56% -$28.5K 0.01% 648
2023
Q1 		$51.1K Buy
178
+35
+24% +$10.2K 0.01% 483
2022
Q4 		$44.1K Buy
+143
New +$40.3K 0.01% 541

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

ICA Group Wealth Management's APD Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Air Products & Chemicals (APD) in Q2 2024, closing a stake of 78 shares — an estimated $18.9K sold.

ICA Group Wealth Management first reported a position in APD in Q4 2022 and held it in 5 quarters. The position peaked at $51.1K in Q1 2023. 1,674 funds tracked by Wall St. Rank hold APD as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Air Products & Chemicals position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 78 Air Products & Chemicals shares in Q2 2024, an estimated $18.9K.
  • ICA Group Wealth Management first reported a position in Air Products & Chemicals in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Air Products & Chemicals position peaked at $51.1K in Q1 2023.
  • 1,674 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.