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Moisand Fitzgerald Tamayo’s Air Products & Chemicals APD Stock Holding History

Moisand Fitzgerald Tamayo’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
-24
Closed -$6.8K – 655
2023
Q3 		$6.8K Hold
24
– – ﹤0.01% 382
2023
Q2 		$7.19K Hold
24
– – ﹤0.01% 355
2023
Q1 		$6.9K Sell
24
-2
-8% -$584 ﹤0.01% 369
2022
Q4 		$8.15K Sell
26
-17
-40% -$4.79K ﹤0.01% 341
2022
Q3 		$10K Buy
43
+23
+115% +$5.69K ﹤0.01% 281
2022
Q2 		$5K Buy
20
+4
+25% +$973 ﹤0.01% 318
2022
Q1 		$4K Buy
16
+4
+33% +$1.03K ﹤0.01% 280
2021
Q4 		$4K Buy
12
+4
+50% +$1.17K ﹤0.01% 309
2021
Q3 		$2K Buy
8
+5
+167% +$1.38K ﹤0.01% 327
2021
Q2 		$1K Sell
3
-19
-86% -$5.58K ﹤0.01% 379
2021
Q1 		$6K Buy
22
+6
+38% +$1.63K ﹤0.01% 247
2020
Q4 		$4K Buy
16
+5
+45% +$1.41K ﹤0.01% 272
2020
Q3 		$3K Buy
11
+3
+38% +$863 ﹤0.01% 270
2020
Q2 		$2K Buy
8
+6
+300% +$1.37K ﹤0.01% 262
2020
Q1 		$0 Buy
+2
New +$456 ﹤0.01% 254

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

Moisand Fitzgerald Tamayo's APD Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 24 shares — an estimated $6.8K sold.

Moisand Fitzgerald Tamayo first reported a position in APD in Q1 2020 and held it in 15 quarters. The position peaked at $10K in Q3 2022. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 24 Air Products & Chemicals shares in Q4 2023, an estimated $6.8K.
  • Moisand Fitzgerald Tamayo first reported a position in Air Products & Chemicals in Q1 2020 and held it in 15 quarters.
  • Moisand Fitzgerald Tamayo's Air Products & Chemicals position peaked at $10K in Q3 2022.
  • 1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.