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LWM Advisory Services’s Air Products & Chemicals APD Stock Holding History

LWM Advisory Services’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
Q4 		– Sell
-1,823
Closed -$424K – 83
2022
Q3 		$424K Buy
1,823
+116
+7% +$28.7K 0.48% 61
2022
Q2 		$410K Buy
1,707
+434
+34% +$106K 0.49% 63
2022
Q1 		$318K Buy
1,273
+272
+27% +$69.9K 0.4% 77
2021
Q4 		$305K Buy
+1,001
New +$294K 0.38% 79

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LWM Advisory Services's APD Position: Q4 2022 in Review

LWM Advisory Services sold out of Air Products & Chemicals (APD) in Q4 2022, closing a stake of 1,823 shares — an estimated $424K sold.

LWM Advisory Services first reported a position in APD in Q4 2021 and held it in 4 quarters. The position peaked at $424K in Q3 2022. 1,610 funds tracked by Wall St. Rank hold APD as of Q4 2022.

  • LWM Advisory Services reported no remaining Air Products & Chemicals position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 1,823 Air Products & Chemicals shares in Q4 2022, an estimated $424K.
  • LWM Advisory Services first reported a position in Air Products & Chemicals in Q4 2021 and held it in 4 quarters.
  • LWM Advisory Services's Air Products & Chemicals position peaked at $424K in Q3 2022.
  • 1,610 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.