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PFS Investments’s Air Products & Chemicals APD Stock Holding History

PFS Investments’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
Q2 		$507K Buy
1,691
+290
+21% +$82.6K 0.01% 399
2023
Q1 		$395K Buy
1,401
+111
+9% +$32.4K 0.01% 400
2022
Q4 		$398K Buy
1,290
+84
+7% +$23.7K 0.01% 379
2022
Q3 		$2.81M Buy
1,206
+205
+20% +$50.7K 0.05% 240
2022
Q2 		$241K Buy
+1,001
New +$243K ﹤0.01% 391
2021
Q1 		– Sell
-6,107
Closed -$1.73M – 353
2020
Q4 		$1.73M Buy
6,107
+1,189
+24% +$335K 0.05% 233
2020
Q3 		$1.47M Buy
4,918
+1,105
+29% +$318K 0.05% 217
2020
Q2 		$921K Buy
3,813
+1,216
+47% +$278K 0.03% 216
2020
Q1 		$518K Buy
2,597
+1,579
+155% +$360K 0.02% 220
2019
Q4 		$239K Buy
+1,018
New +$230K 0.01% 235

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

PFS Investments's APD Position: Q2 2023 in Review

PFS Investments increased its Air Products & Chemicals (APD) stake by 21% in Q2 2023, buying an estimated $82.6K and bringing the position to 1,691 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #399.

PFS Investments first reported a position in APD in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.81M in Q3 2022. 1,617 funds tracked by Wall St. Rank hold APD as of Q2 2023.

  • PFS Investments held 1,691 shares of Air Products & Chemicals worth $507K as of Q2 2023.
  • PFS Investments bought 290 Air Products & Chemicals shares in Q2 2023, an estimated $82.6K.
  • Air Products & Chemicals made up 0.01% of PFS Investments's portfolio in Q2 2023, its #399 holding.
  • PFS Investments first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 10 quarters since.
  • PFS Investments's Air Products & Chemicals position peaked at $2.81M in Q3 2022.
  • 1,617 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.