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Operose Advisors’s Air Products & Chemicals APD Stock Holding History

Operose 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
2023
Q4 		– Sell
-80
Closed -$22.7K – 607
2023
Q3 		$22.7K Buy
+80
New +$23.5K 0.01% 460

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Operose Advisors's APD Position: Q4 2023 in Review

Operose Advisors sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 80 shares — an estimated $22.7K sold.

Operose Advisors first reported a position in APD in Q3 2023 and held it in 1 quarter. The position peaked at $22.7K in Q3 2023. 1,714 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Operose Advisors reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 80 Air Products & Chemicals shares in Q4 2023, an estimated $22.7K.
  • Operose Advisors first reported a position in Air Products & Chemicals in Q3 2023 and held it in 1 quarter.
  • Operose Advisors's Air Products & Chemicals position peaked at $22.7K in Q3 2023.
  • 1,714 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.