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

Nicola 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 Q4	–	Sell	-40,000	Closed	-$11.3M	–	115
2023 Q3	$11.3M	Sell	40,000 -4,000	-9%	-$1.17M	1.22%	32
2023 Q2	$13.2M	Hold	44,000	–	–	1.29%	28
2023 Q1	$12.6M	Hold	44,000	–	–	1.25%	28
2022 Q4	$13.6M	Buy	44,000 +4,600	+12%	+$1.3M	1.38%	27
2022 Q3	$9.17M	Hold	39,400	–	–	1.01%	37
2022 Q2	$9.47M	Buy	39,400 +12,500	+46%	+$3.04M	0.9%	39
2022 Q1	$6.72M	Hold	26,900	–	–	0.59%	55
2021 Q4	$8.19M	Sell	26,900 -2,000	-7%	-$587K	0.77%	52
2021 Q3	$7.4M	Buy	28,900 +6,900	+31%	+$1.91M	0.76%	53
2021 Q2	$6.33M	Buy	+22,000	New	+$6.46M	0.65%	63

Other funds holding APD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nicola Wealth Management's APD Position: Q4 2023 in Review

Nicola Wealth Management sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 40,000 shares — an estimated $11.3M sold.

Nicola Wealth Management first reported a position in APD in Q2 2021 and held it in 10 quarters. The position peaked at $13.6M in Q4 2022. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

Nicola Wealth Management reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
Nicola Wealth Management sold 40,000 Air Products & Chemicals shares in Q4 2023, an estimated $11.3M.
Nicola Wealth Management first reported a position in Air Products & Chemicals in Q2 2021 and held it in 10 quarters.
Nicola Wealth Management's Air Products & Chemicals position peaked at $13.6M in Q4 2022.
1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Nicola Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.