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Milestone Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-52
Closed -$14.7K – 145
2023
Q3 		$14.7K Buy
+52
New +$15.3K ﹤0.01% 273
2023
Q2 		– Sell
-27
Closed -$7.75K – 141
2023
Q1 		$7.75K Buy
+27
New +$7.88K ﹤0.01% 308

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Milestone Investment Advisors's APD Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 52 shares — an estimated $14.7K sold.

Milestone Investment Advisors first reported a position in APD in Q1 2023 and held it in 2 quarters. The position peaked at $14.7K in Q3 2023. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 52 Air Products & Chemicals shares in Q4 2023, an estimated $14.7K.
  • Milestone Investment Advisors first reported a position in Air Products & Chemicals in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Air Products & Chemicals position peaked at $14.7K in Q3 2023.
  • 1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.