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

Lake Street 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
2024
Q3 		– Sell
-975
Closed -$252K – 264
2024
Q2 		$252K Buy
975
+44
+5% +$11.2K 0.03% 281
2024
Q1 		$226K Sell
931
-403
-30% -$98.7K 0.03% 289
2023
Q4 		$365K Sell
1,334
-155
-10% -$42.6K 0.06% 237
2023
Q3 		$427K Sell
1,489
-108
-7% -$31.7K 0.08% 201
2023
Q2 		$478K Sell
1,597
-431
-21% -$123K 0.08% 190
2023
Q1 		$582K Sell
2,028
-199
-9% -$58.1K 0.11% 169
2022
Q4 		$686K Sell
2,227
-278
-11% -$78.3K 0.14% 152
2022
Q3 		$583K Buy
2,505
+655
+35% +$162K 0.13% 150
2022
Q2 		$445K Buy
1,850
+164
+10% +$39.9K 0.09% 180
2022
Q1 		$421K Sell
1,686
-72
-4% -$18.5K 0.08% 207
2021
Q4 		$535K Buy
+1,758
New +$516K 0.09% 189
2021
Q2 		– Sell
-775
Closed -$218K – 212
2021
Q1 		$218K Sell
775
-108
-12% -$29.4K 0.06% 193
2020
Q4 		$241K Buy
883
+83
+10% +$23.4K 0.07% 177
2020
Q3 		$238K Buy
+800
New +$230K 0.08% 151

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 $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Lake Street Private Wealth's APD Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Air Products & Chemicals (APD) in Q3 2024, closing a stake of 975 shares — an estimated $252K sold.

Lake Street Private Wealth first reported a position in APD in Q3 2020 and held it in 14 quarters. The position peaked at $686K in Q4 2022. 1,677 funds tracked by Wall St. Rank hold APD as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Air Products & Chemicals position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 975 Air Products & Chemicals shares in Q3 2024, an estimated $252K.
  • Lake Street Private Wealth first reported a position in Air Products & Chemicals in Q3 2020 and held it in 14 quarters.
  • Lake Street Private Wealth's Air Products & Chemicals position peaked at $686K in Q4 2022.
  • 1,677 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.