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

Moran 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
Q3 		– Sell
-1,234
Closed -$370K – 372
2023
Q2 		$370K Sell
1,234
-652
-35% -$186K 0.01% 326
2023
Q1 		$542K Buy
1,886
+560
+42% +$163K 0.02% 295
2022
Q4 		$409K Buy
+1,326
New +$374K 0.02% 312

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moran Wealth Management's APD Position: Q3 2023 in Review

Moran Wealth Management sold out of Air Products & Chemicals (APD) in Q3 2023, closing a stake of 1,234 shares — an estimated $370K sold.

Moran Wealth Management first reported a position in APD in Q4 2022 and held it in 3 quarters. The position peaked at $542K in Q1 2023. 1,628 funds tracked by Wall St. Rank hold APD as of Q3 2023.

  • Moran Wealth Management reported no remaining Air Products & Chemicals position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 1,234 Air Products & Chemicals shares in Q3 2023, an estimated $370K.
  • Moran Wealth Management first reported a position in Air Products & Chemicals in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Air Products & Chemicals position peaked at $542K in Q1 2023.
  • 1,628 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.