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

Keebeck 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 Q1	–	Sell	-7,667	Closed	-$2.11M	–	278
2023 Q4	$2.11M	Sell	7,667 -531	-6%	-$146K	0.35%	76
2023 Q3	$2.34M	Buy	8,198 +240	+3%	+$70.4K	0.41%	68
2023 Q2	$2.4M	Buy	7,958 +1,177	+17%	+$335K	0.33%	74
2023 Q1	$1.96M	Buy	6,781 +3,648	+116%	+$1.06M	0.32%	82
2022 Q4	$971K	Buy	+3,133	New	+$883K	0.17%	114
2022 Q2	–	Sell	-3,306	Closed	-$832K	–	230
2022 Q1	$832K	Hold	3,306	–	–	0.14%	124
2021 Q4	$1.01M	Hold	3,306	–	–	0.18%	108
2021 Q3	$852K	Hold	3,306	–	–	0.17%	113
2021 Q2	$956K	Hold	3,306	–	–	0.14%	125
2021 Q1	$935K	Hold	3,306	–	–	0.15%	114
2020 Q4	$908K	Hold	3,306	–	–	0.16%	104
2020 Q3	$989K	Hold	3,306	–	–	0.2%	77
2020 Q2	$802K	Hold	3,306	–	–	0.25%	81
2020 Q1	$664K	Hold	3,306	–	–	0.28%	74
2019 Q4	$780K	Buy	+3,306	New	+$746K	0.25%	72

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keebeck Wealth Management's APD Position: Q1 2024 in Review

Keebeck Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 7,667 shares — an estimated $2.11M sold.

Keebeck Wealth Management first reported a position in APD in Q4 2019 and held it in 15 quarters. The position peaked at $2.4M in Q2 2023. 1,654 funds tracked by Wall St. Rank hold APD as of Q1 2024.

Keebeck Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
Keebeck Wealth Management sold 7,667 Air Products & Chemicals shares in Q1 2024, an estimated $2.11M.
Keebeck Wealth Management first reported a position in Air Products & Chemicals in Q4 2019 and held it in 15 quarters.
Keebeck Wealth Management's Air Products & Chemicals position peaked at $2.4M in Q2 2023.
1,654 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Keebeck Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.