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Lugano Financial Advisors SA (LFA)’s Air Products & Chemicals APD Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q3 		– Sell
-44
Closed -$10K – 116
2022
Q2 		$10K Sell
44
-945
-96% -$230K 0.01% 116
2022
Q1 		$249K Sell
989
-2,783
-74% -$715K 0.17% 59
2021
Q4 		$1.15M Sell
3,772
-56
-1% -$16.4K 0.66% 33
2021
Q3 		$980K Buy
+3,828
New +$1.06M 0.64% 33

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s APD Position: Q3 2022 in Review

Lugano Financial Advisors SA (LFA) sold out of Air Products & Chemicals (APD) in Q3 2022, closing a stake of 44 shares — an estimated $10K sold.

Lugano Financial Advisors SA (LFA) first reported a position in APD in Q3 2021 and held it in 4 quarters. The position peaked at $1.15M in Q4 2021. 1,473 funds tracked by Wall St. Rank hold APD as of Q3 2022.

  • Lugano Financial Advisors SA (LFA) reported no remaining Air Products & Chemicals position as of Q3 2022 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 44 Air Products & Chemicals shares in Q3 2022, an estimated $10K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Air Products & Chemicals in Q3 2021 and held it in 4 quarters.
  • Lugano Financial Advisors SA (LFA)'s Air Products & Chemicals position peaked at $1.15M in Q4 2021.
  • 1,473 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2022.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2022, filed 8 Nov 2022.