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Lumature Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$323K Sell
1,078
-16
-1% -$4.56K 0.19% 97
2023
Q1 		$314K Sell
1,094
-18
-2% -$5.25K 0.18% 94
2022
Q4 		$343K Sell
1,112
-43
-4% -$12.1K 0.19% 91
2022
Q3 		$269K Buy
1,155
+38
+3% +$9.41K 0.14% 112
2022
Q2 		$269K Buy
1,117
+73
+7% +$17.8K 0.12% 122
2022
Q1 		$261K Buy
1,044
+886
+561% +$228K 0.1% 134
2021
Q4 		$48K Buy
158
+51
+48% +$15K 0.02% 229
2021
Q3 		$27K Buy
107
+60
+128% +$16.6K 0.01% 265
2021
Q2 		$14K Buy
47
+30
+176% +$8.81K 0.01% 278
2021
Q1 		$5K Buy
+17
New +$4.62K ﹤0.01% 312

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 $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lumature Wealth Partners's APD Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Air Products & Chemicals (APD) stake by 1.5% in Q2 2023, selling an estimated $4.56K and leaving 1,078 shares worth $323K. The position accounts for 0.19% of the portfolio, ranked #97.

Lumature Wealth Partners first reported a position in APD in Q1 2021 and has held it in 10 quarters since. The position peaked at $343K in Q4 2022. 1,619 funds tracked by Wall St. Rank hold APD as of Q2 2023.

  • Lumature Wealth Partners held 1,078 shares of Air Products & Chemicals worth $323K as of Q2 2023.
  • Lumature Wealth Partners sold 16 Air Products & Chemicals shares in Q2 2023, an estimated $4.56K.
  • Air Products & Chemicals made up 0.19% of Lumature Wealth Partners's portfolio in Q2 2023, its #97 holding.
  • Lumature Wealth Partners first reported a position in Air Products & Chemicals in Q1 2021 and has held it in 10 quarters since.
  • Lumature Wealth Partners's Air Products & Chemicals position peaked at $343K in Q4 2022.
  • 1,619 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.