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Legend Financial Advisors’s Air Products & Chemicals APD Stock Holding History

Legend Financial 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
Q3 		– Sell
-42
Closed -$10.8K – 167
2024
Q2 		$10.8K Hold
42
– – 0.01% 142
2024
Q1 		$10.2K Hold
42
– – 0.01% 134
2023
Q4 		$11.5K Hold
42
– – 0.01% 118
2023
Q3 		$11.9K Hold
42
– – 0.01% 128
2023
Q2 		$12.6K Hold
42
– – 0.01% 135
2023
Q1 		$12.1K Hold
42
– – 0.01% 141
2022
Q4 		$12.9K Hold
42
– – 0.01% 145
2022
Q3 		$9.78K Buy
+42
New +$10.4K 0.01% 149

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
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

Legend Financial Advisors's APD Position: Q3 2024 in Review

Legend Financial Advisors sold out of Air Products & Chemicals (APD) in Q3 2024, closing a stake of 42 shares — an estimated $10.8K sold.

Legend Financial Advisors first reported a position in APD in Q3 2022 and held it in 8 quarters. The position peaked at $12.9K in Q4 2022. 1,676 funds tracked by Wall St. Rank hold APD as of Q3 2024.

  • Legend Financial Advisors reported no remaining Air Products & Chemicals position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 42 Air Products & Chemicals shares in Q3 2024, an estimated $10.8K.
  • Legend Financial Advisors first reported a position in Air Products & Chemicals in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's Air Products & Chemicals position peaked at $12.9K in Q4 2022.
  • 1,676 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.