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

Kore Private Wealth’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
Q3 		$547K Sell
2,350
-38
-2% -$9.41K 0.1% 125
2022
Q2 		$574K Buy
2,388
+19
+0.8% +$4.62K 0.09% 145
2022
Q1 		$592K Buy
2,369
+97
+4% +$24.9K 0.07% 158
2021
Q4 		$691K Sell
2,272
-975
-30% -$286K 0.08% 138
2021
Q3 		$832K Buy
3,247
+324
+11% +$89.6K 0.09% 173
2021
Q2 		$841K Buy
2,923
+428
+17% +$126K 0.09% 153
2021
Q1 		$702K Hold
2,495
– – 0.09% 150
2020
Q4 		$682K Hold
2,495
– – 0.11% 133
2020
Q3 		$743K Hold
2,495
– – 0.14% 102
2020
Q2 		$602K Buy
2,495
+125
+5% +$28.5K 0.12% 118
2020
Q1 		$473K Hold
2,370
– – 0.11% 118
2019
Q4 		$557K Hold
2,370
– – 0.11% 130
2019
Q3 		$513K Hold
2,370
– – 0.12% 128
2019
Q2 		$536K Hold
2,370
– – 0.12% 123
2019
Q1 		$455K Buy
2,370
+139
+6% +$23.9K 0.1% 130
2018
Q4 		$360K Buy
+2,231
New +$354K 0.1% 142

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

Kore Private Wealth's APD Position: Q3 2022 in Review

Kore Private Wealth reduced its Air Products & Chemicals (APD) stake by 1.6% in Q3 2022, selling an estimated $9.41K and leaving 2,350 shares worth $547K. The position accounts for 0.1% of the portfolio, ranked #125.

Kore Private Wealth first reported a position in APD in Q4 2018 and has held it in 16 quarters since. The position peaked at $841K in Q2 2021. 1,474 funds tracked by Wall St. Rank hold APD as of Q3 2022.

  • Kore Private Wealth held 2,350 shares of Air Products & Chemicals worth $547K as of Q3 2022.
  • Kore Private Wealth sold 38 Air Products & Chemicals shares in Q3 2022, an estimated $9.41K.
  • Air Products & Chemicals made up 0.1% of Kore Private Wealth's portfolio in Q3 2022, its #125 holding.
  • Kore Private Wealth first reported a position in Air Products & Chemicals in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's Air Products & Chemicals position peaked at $841K in Q2 2021.
  • 1,474 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.