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

Personal Capital 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
2022
Q4 		$77.1M Buy
250,108
+4,209
+2% +$1.19M 0.37% 61
2022
Q3 		$57.2M Buy
245,899
+8,375
+4% +$2.07M 0.31% 75
2022
Q2 		$57.1M Buy
237,524
+18,648
+9% +$4.53M 0.3% 78
2022
Q1 		$54.7M Buy
218,876
+50,271
+30% +$12.9M 0.26% 92
2021
Q4 		$51.4M Buy
168,605
+5,589
+3% +$1.64M 0.24% 99
2021
Q3 		$41.8M Sell
163,016
-27,075
-14% -$7.49M 0.21% 109
2021
Q2 		$54.7M Buy
190,091
+15,667
+9% +$4.6M 0.28% 87
2021
Q1 		$49.1M Buy
174,424
+17,488
+11% +$4.75M 0.28% 87
2020
Q4 		$42.9M Buy
156,936
+134,301
+593% +$37.8M 0.27% 88
2020
Q3 		$6.74M Buy
22,635
+1,721
+8% +$495K 0.05% 152
2020
Q2 		$5.05M Buy
20,914
+2,237
+12% +$511K 0.04% 159
2020
Q1 		$3.76M Buy
18,677
+2,077
+13% +$473K 0.04% 172
2019
Q4 		$3.9M Buy
16,600
+2,542
+18% +$574K 0.03% 174
2019
Q3 		$3.12M Buy
14,058
+1,145
+9% +$258K 0.03% 174
2019
Q2 		$2.92M Buy
12,913
+2,094
+19% +$433K 0.03% 165
2019
Q1 		$2.07M Buy
10,819
+2,060
+24% +$355K 0.02% 178
2018
Q4 		$1.4M Buy
8,759
+2,254
+35% +$357K 0.02% 185
2018
Q3 		$1.09M Buy
6,505
+2,401
+59% +$391K 0.01% 182
2018
Q2 		$639K Buy
4,104
+2,636
+180% +$431K 0.01% 195
2018
Q1 		$233K Buy
+1,468
New +$242K ﹤0.01% 242

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Personal Capital Advisors's APD Position: Q4 2022 in Review

Personal Capital Advisors increased its Air Products & Chemicals (APD) stake by 1.7% in Q4 2022, buying an estimated $1.19M and bringing the position to 250,108 shares worth $77.1M. The position accounts for 0.37% of the portfolio, ranked #61.

Personal Capital Advisors first reported a position in APD in Q1 2018 and has held it in 20 quarters since. 1,610 funds tracked by Wall St. Rank hold APD as of Q4 2022.

  • Personal Capital Advisors held 250,108 shares of Air Products & Chemicals worth $77.1M as of Q4 2022.
  • Personal Capital Advisors bought 4,209 Air Products & Chemicals shares in Q4 2022, an estimated $1.19M.
  • Air Products & Chemicals made up 0.37% of Personal Capital Advisors's portfolio in Q4 2022, its #61 holding.
  • Personal Capital Advisors first reported a position in Air Products & Chemicals in Q1 2018 and has held it in 20 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.