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

Minot 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
2022 Q2	–	Sell	-1,501	Closed	-$375K	–	187
2022 Q1	$375K	Sell	1,501 -1,458	-49%	-$375K	0.08%	143
2021 Q4	$900K	Sell	2,959 -454	-13%	-$133K	0.17%	97
2021 Q3	$874K	Buy	3,413 +46	+1%	+$12.7K	0.19%	98
2021 Q2	$973K	Sell	3,367 -1,152	-25%	-$338K	0.21%	93
2021 Q1	$1.27M	Buy	4,519 +1,761	+64%	+$479K	0.32%	76
2020 Q4	$754K	Sell	2,758 -2,119	-43%	-$597K	0.23%	93
2020 Q3	$1.45M	Buy	4,877 +2,304	+90%	+$663K	0.55%	59
2020 Q2	$621K	Buy	2,573 +959	+59%	+$219K	0.31%	75
2020 Q1	$322K	Sell	1,614 -591	-27%	-$135K	0.23%	89
2019 Q4	$525K	Buy	+2,205	New	+$498K	0.24%	84

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Minot Wealth Management's APD Position: Q2 2022 in Review

Minot Wealth Management sold out of Air Products & Chemicals (APD) in Q2 2022, closing a stake of 1,501 shares — an estimated $375K sold.

Minot Wealth Management first reported a position in APD in Q4 2019 and held it in 10 quarters. The position peaked at $1.45M in Q3 2020. 1,465 funds tracked by Wall St. Rank hold APD as of Q2 2022.

Minot Wealth Management reported no remaining Air Products & Chemicals position as of Q2 2022 after selling out during the quarter.
Minot Wealth Management sold 1,501 Air Products & Chemicals shares in Q2 2022, an estimated $375K.
Minot Wealth Management first reported a position in Air Products & Chemicals in Q4 2019 and held it in 10 quarters.
Minot Wealth Management's Air Products & Chemicals position peaked at $1.45M in Q3 2020.
1,465 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.