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Jamison Private Wealth Management’s Air Products & Chemicals APD Stock Holding History

Jamison Private 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
Q4 		– Sell
-247
Closed -$73.6K – 214
2024
Q3 		$73.6K Sell
247
-17
-6% -$4.65K 0.01% 237
2024
Q2 		$68.2K Buy
264
+31
+13% +$7.86K 0.01% 236
2024
Q1 		$56.6K Buy
233
+1
+0.4% +$245 0.01% 251
2023
Q4 		$63.6K Buy
232
+101
+77% +$27.8K 0.01% 226
2023
Q3 		$37K Buy
+131
New +$38.4K 0.01% 240

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Jamison Private Wealth Management's APD Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 247 shares — an estimated $73.6K sold.

Jamison Private Wealth Management first reported a position in APD in Q3 2023 and held it in 5 quarters. The position peaked at $73.6K in Q3 2024. 1,797 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 247 Air Products & Chemicals shares in Q4 2024, an estimated $73.6K.
  • Jamison Private Wealth Management first reported a position in Air Products & Chemicals in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Air Products & Chemicals position peaked at $73.6K in Q3 2024.
  • 1,797 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.