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Oxford Financial Group’s Air Products & Chemicals APD Stock Holding History

Oxford Financial Group’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
2024
Q4 		– Sell
-672
Closed -$200K – 301
2024
Q3 		$200K Buy
+672
New +$184K 0.01% 239
2024
Q1 		– Sell
-851
Closed -$233K – 275
2023
Q4 		$233K Sell
851
-294
-26% -$80.8K 0.02% 214
2023
Q3 		$324K Sell
1,145
-551
-32% -$162K 0.03% 163
2023
Q2 		$508K Buy
+1,696
New +$483K 0.05% 137

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Oxford Financial Group's APD Position: Q4 2024 in Review

Oxford Financial Group sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 672 shares — an estimated $200K sold.

Oxford Financial Group first reported a position in APD in Q2 2023 and held it in 4 quarters. The position peaked at $508K in Q2 2023. 1,797 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Oxford Financial Group reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
  • Oxford Financial Group sold 672 Air Products & Chemicals shares in Q4 2024, an estimated $200K.
  • Oxford Financial Group first reported a position in Air Products & Chemicals in Q2 2023 and held it in 4 quarters.
  • Oxford Financial Group's Air Products & Chemicals position peaked at $508K in Q2 2023.
  • 1,797 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Oxford Financial Group's 13F filing for Q4 2024, filed 11 Feb 2025.