NWWA
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New Wave Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-7
Closed -$2.03K – 162
2024
Q4 		$2.03K Buy
+7
New +$2.2K ﹤0.01% 551

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Wave Wealth Advisors's APD Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Air Products & Chemicals (APD) in Q1 2025, closing a stake of 7 shares — an estimated $2.03K sold.

New Wave Wealth Advisors first reported a position in APD in Q4 2024 and held it in 1 quarter. The position peaked at $2.03K in Q4 2024. 1,789 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Air Products & Chemicals position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 7 Air Products & Chemicals shares in Q1 2025, an estimated $2.03K.
  • New Wave Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Air Products & Chemicals position peaked at $2.03K in Q4 2024.
  • 1,789 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.