Lenox Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-10	Closed	-$3K	–	764
2021 Q4	$3K	Buy	+10	New	+$2.94K	﹤0.01%	656
2021 Q3	–	Sell	-21	Closed	-$6K	–	712
2021 Q2	$6K	Hold	21	–	–	﹤0.01%	524
2021 Q1	$6K	Sell	21 -45	-68%	-$12.2K	﹤0.01%	473
2020 Q4	$18K	Hold	66	–	–	﹤0.01%	332
2020 Q3	$20K	Sell	66 -154	-70%	-$44.3K	﹤0.01%	283
2020 Q2	$53K	Buy	220 +100	+83%	+$22.8K	0.01%	156
2020 Q1	$24K	Hold	120	–	–	﹤0.01%	230
2019 Q4	$28K	Hold	120	–	–	﹤0.01%	269
2019 Q3	$27K	Buy	+120	New	+$27K	﹤0.01%	234
2017 Q3	–	Sell	-9	Closed	-$1K	–	237
2017 Q2	$1K	Buy	+9	New	+$1.28K	﹤0.01%	95

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lenox Wealth Advisors's APD Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Air Products & Chemicals (APD) in Q1 2022, closing a stake of 10 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in APD in Q2 2017 and held it in 10 quarters. The position peaked at $53K in Q2 2020. 1,482 funds tracked by Wall St. Rank hold APD as of Q1 2022.

Lenox Wealth Advisors reported no remaining Air Products & Chemicals position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 10 Air Products & Chemicals shares in Q1 2022, an estimated $3K.
Lenox Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2017 and held it in 10 quarters.
Lenox Wealth Advisors's Air Products & Chemicals position peaked at $53K in Q2 2020.
1,482 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.