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

Level 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
Q1 		– Sell
-264
Closed -$72.3K – 86
2023
Q4 		$72.3K Sell
264
-14
-5% -$3.85K 0.04% 95
2023
Q3 		$78.8K Hold
278
– – 0.04% 89
2023
Q2 		$83.3K Buy
278
+14
+5% +$3.99K 0.05% 86
2023
Q1 		$75.8K Sell
264
-76
-22% -$22.2K 0.05% 82
2022
Q4 		$105K Buy
340
+4
+1% +$1.13K 0.07% 69
2022
Q3 		$78K Buy
336
+66
+24% +$16.3K 0.06% 79
2022
Q2 		$65K Buy
+270
New +$65.7K 0.05% 85

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Level Financial Advisors's APD Position: Q1 2024 in Review

Level Financial Advisors sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 264 shares — an estimated $72.3K sold.

Level Financial Advisors first reported a position in APD in Q2 2022 and held it in 7 quarters. The position peaked at $105K in Q4 2022. 1,659 funds tracked by Wall St. Rank hold APD as of Q1 2024.

  • Level Financial Advisors reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 264 Air Products & Chemicals shares in Q1 2024, an estimated $72.3K.
  • Level Financial Advisors first reported a position in Air Products & Chemicals in Q2 2022 and held it in 7 quarters.
  • Level Financial Advisors's Air Products & Chemicals position peaked at $105K in Q4 2022.
  • 1,659 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.