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Live Oak Private Wealth’s Air Products & Chemicals APD Stock Holding History

Live Oak Private Wealth’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
-4,454
Closed -$1.35M – 170
2021
Q4 		$1.35M Buy
4,454
+153
+4% +$44.9K 0.25% 81
2021
Q3 		$1.1M Buy
4,301
+799
+23% +$221K 0.22% 85
2021
Q2 		$1.01M Buy
3,502
+346
+11% +$102K 0.22% 86
2021
Q1 		$888K Buy
3,156
+1,626
+106% +$442K 0.22% 86
2020
Q4 		$418K Buy
+1,530
New +$431K 0.12% 109

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Live Oak Private Wealth's APD Position: Q1 2022 in Review

Live Oak Private Wealth sold out of Air Products & Chemicals (APD) in Q1 2022, closing a stake of 4,454 shares — an estimated $1.35M sold.

Live Oak Private Wealth first reported a position in APD in Q4 2020 and held it in 5 quarters. The position peaked at $1.35M in Q4 2021. 1,482 funds tracked by Wall St. Rank hold APD as of Q1 2022.

  • Live Oak Private Wealth reported no remaining Air Products & Chemicals position as of Q1 2022 after selling out during the quarter.
  • Live Oak Private Wealth sold 4,454 Air Products & Chemicals shares in Q1 2022, an estimated $1.35M.
  • Live Oak Private Wealth first reported a position in Air Products & Chemicals in Q4 2020 and held it in 5 quarters.
  • Live Oak Private Wealth's Air Products & Chemicals position peaked at $1.35M in Q4 2021.
  • 1,482 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2022.

Based on Live Oak Private Wealth's 13F filing for Q1 2022, filed 21 Apr 2022.