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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 – 87
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 $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return