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Legacy Edge Advisors’s Air Products & Chemicals APD Stock Holding History

Legacy Edge Advisors’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
Q4 		– Sell
-745
Closed -$222K – 179
2024
Q3 		$222K Sell
745
-107
-13% -$29.3K 0.04% 172
2024
Q2 		$220K Buy
852
+5
+0.6% +$1.27K 0.04% 166
2024
Q1 		$205K Buy
847
+23
+3% +$5.64K 0.04% 163
2023
Q4 		$226K Buy
+824
New +$227K 0.05% 147

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Legacy Edge Advisors's APD Position: Q4 2024 in Review

Legacy Edge Advisors sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 745 shares — an estimated $222K sold.

Legacy Edge Advisors first reported a position in APD in Q4 2023 and held it in 4 quarters. The position peaked at $226K in Q4 2023. 1,800 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Legacy Edge Advisors reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
  • Legacy Edge Advisors sold 745 Air Products & Chemicals shares in Q4 2024, an estimated $222K.
  • Legacy Edge Advisors first reported a position in Air Products & Chemicals in Q4 2023 and held it in 4 quarters.
  • Legacy Edge Advisors's Air Products & Chemicals position peaked at $226K in Q4 2023.
  • 1,800 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Legacy Edge Advisors's 13F filing for Q4 2024, filed 17 Aug 2026.