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Pacific Capital Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Pacific Capital 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
-11
Closed -$3.19K – 105
2024
Q4 		$3.19K Sell
11
-11
-50% -$3.45K ﹤0.01% 328
2024
Q3 		$6.55K Buy
22
+11
+100% +$3.01K ﹤0.01% 335
2024
Q2 		$2.84K Hold
11
– – ﹤0.01% 422
2024
Q1 		$2.67K Hold
11
– – ﹤0.01% 403
2023
Q4 		$3.01K Buy
+11
New +$3.02K ﹤0.01% 272

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

Pacific Capital Wealth Advisors's APD Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Air Products & Chemicals (APD) in Q1 2025, closing a stake of 11 shares — an estimated $3.19K sold.

Pacific Capital Wealth Advisors first reported a position in APD in Q4 2023 and held it in 5 quarters. The position peaked at $6.55K in Q3 2024. 1,789 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Air Products & Chemicals position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 11 Air Products & Chemicals shares in Q1 2025, an estimated $3.19K.
  • Pacific Capital Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Air Products & Chemicals position peaked at $6.55K in Q3 2024.
  • 1,789 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.