JWM
APD icon

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

Jupiter 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
2022
Q2 		– Sell
-2,500
Closed -$624K – 63
2022
Q1 		$624K Hold
2,500
– – 0.39% 52
2021
Q4 		$760K Hold
2,500
– – 0.39% 50
2021
Q3 		$786K Hold
2,500
– – 0.37% 58
2021
Q2 		$727K Buy
2,500
+500
+25% +$147K 0.35% 55
2021
Q1 		$584K Hold
2,000
– – 0.3% 56
2020
Q4 		$546K Buy
+2,000
New +$563K 0.33% 47

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Wealth Management's APD Position: Q2 2022 in Review

Jupiter Wealth Management sold out of Air Products & Chemicals (APD) in Q2 2022, closing a stake of 2,500 shares — an estimated $624K sold.

Jupiter Wealth Management first reported a position in APD in Q4 2020 and held it in 6 quarters. The position peaked at $786K in Q3 2021. 1,464 funds tracked by Wall St. Rank hold APD as of Q2 2022.

  • Jupiter Wealth Management reported no remaining Air Products & Chemicals position as of Q2 2022 after selling out during the quarter.
  • Jupiter Wealth Management sold 2,500 Air Products & Chemicals shares in Q2 2022, an estimated $624K.
  • Jupiter Wealth Management first reported a position in Air Products & Chemicals in Q4 2020 and held it in 6 quarters.
  • Jupiter Wealth Management's Air Products & Chemicals position peaked at $786K in Q3 2021.
  • 1,464 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2022.

Based on Jupiter Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.