JWWM
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Johnson & White Wealth Management’s Air Products & Chemicals APD Stock Holding History

Johnson & White 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
2023
Q1 		– Sell
-1,005
Closed -$264K – 81
2022
Q4 		$264K Buy
+1,005
New +$283K 0.27% 66

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 $3.37T 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
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

Johnson & White Wealth Management's APD Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2023, closing a stake of 1,005 shares — an estimated $264K sold.

Johnson & White Wealth Management first reported a position in APD in Q4 2022 and held it in 1 quarter. The position peaked at $264K in Q4 2022. 1,584 funds tracked by Wall St. Rank hold APD as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 1,005 Air Products & Chemicals shares in Q1 2023, an estimated $264K.
  • Johnson & White Wealth Management first reported a position in Air Products & Chemicals in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Air Products & Chemicals position peaked at $264K in Q4 2022.
  • 1,584 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.