MinichMacGregor Wealth Management’s Air Products & Chemicals APD Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-59	Closed	-$18.2K	–	130
2022 Q4	$18.2K	Buy	+59	New	+$16.6K	0.01%	333
2018 Q4	–	Sell	-88	Closed	-$14K	–	117
2018 Q3	$14K	Sell	88 -13	-13%	-$2.12K	0.01%	267
2018 Q2	$15K	Buy	101 +33	+49%	+$5.4K	0.01%	241
2018 Q1	$10K	Buy	68 +59	+656%	+$9.73K	0.01%	302
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	434
2017 Q3	$1K	Hold	9	–	–	﹤0.01%	409
2017 Q2	$1K	Hold	9	–	–	﹤0.01%	404
2017 Q1	$1K	Hold	9	–	–	﹤0.01%	394
2016 Q4	$1K	Sell	9 -1	-10%	-$140	﹤0.01%	397
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	394
2016 Q2	$1K	Hold	10	–	–	﹤0.01%	380
2016 Q1	$1K	Buy	+10	New	+$1.21K	﹤0.01%	367

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MinichMacGregor Wealth Management's APD Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2023, closing a stake of 59 shares — an estimated $18.2K sold.

MinichMacGregor Wealth Management first reported a position in APD in Q1 2016 and held it in 12 quarters. The position peaked at $18.2K in Q4 2022. 1,584 funds tracked by Wall St. Rank hold APD as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 59 Air Products & Chemicals shares in Q1 2023, an estimated $18.2K.
MinichMacGregor Wealth Management first reported a position in Air Products & Chemicals in Q1 2016 and held it in 12 quarters.
MinichMacGregor Wealth Management's Air Products & Chemicals position peaked at $18.2K in Q4 2022.
1,584 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.