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

Janiczek 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 		$84.4K Sell
327
-93
-22% -$23.6K 0.02% 313
2024
Q1 		$102K Sell
420
-12
-3% -$2.94K 0.02% 286
2023
Q4 		$118K Sell
432
-51
-11% -$14K 0.03% 243
2023
Q3 		$137K Buy
483
+61
+14% +$17.9K 0.04% 201
2023
Q2 		$126K Sell
422
-8
-2% -$2.28K 0.03% 181
2023
Q1 		$123K Buy
430
+2
+0.5% +$584 0.03% 185
2022
Q4 		$133K Buy
428
+22
+5% +$6.2K 0.04% 181
2022
Q3 		$94K Sell
406
-39
-9% -$9.65K 0.03% 205
2022
Q2 		$111K Buy
445
+49
+12% +$11.9K 0.03% 190
2022
Q1 		$99K Buy
396
+161
+69% +$41.4K 0.03% 206
2021
Q4 		$72K Sell
235
-55
-19% -$16.1K 0.02% 243
2021
Q3 		$74K Buy
290
+129
+80% +$35.7K 0.03% 216
2021
Q2 		$46K Buy
161
+76
+89% +$22.3K 0.02% 268
2021
Q1 		$24K Buy
85
+76
+844% +$20.7K 0.01% 361
2020
Q4 		$2K Sell
9
-12
-57% -$3.38K ﹤0.01% 667
2020
Q3 		$6K Buy
21
+6
+40% +$1.73K ﹤0.01% 306
2020
Q2 		$4K Buy
+15
New +$3.42K ﹤0.01% 192

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 $3.37T AUM 44.26% 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

Janiczek Wealth Management's APD Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Air Products & Chemicals (APD) stake by 22% in Q2 2024, selling an estimated $23.6K and leaving 327 shares worth $84.4K. The position accounts for 0.02% of the portfolio, ranked #313.

Janiczek Wealth Management first reported a position in APD in Q2 2020 and has held it in 17 quarters since. The position peaked at $137K in Q3 2023. 1,677 funds tracked by Wall St. Rank hold APD as of Q2 2024.

  • Janiczek Wealth Management held 327 shares of Air Products & Chemicals worth $84.4K as of Q2 2024.
  • Janiczek Wealth Management sold 93 Air Products & Chemicals shares in Q2 2024, an estimated $23.6K.
  • Air Products & Chemicals made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #313 holding.
  • Janiczek Wealth Management first reported a position in Air Products & Chemicals in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Air Products & Chemicals position peaked at $137K in Q3 2023.
  • 1,677 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.