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Planned Solutions’s Air Products & Chemicals APD Stock Holding History

Planned Solutions’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
-200
Closed -$59.5K – 144
2024
Q3 		$59.5K Buy
+200
New +$54.7K 0.02% 284
2024
Q1 		– Sell
-200
Closed -$54.8K – 121
2023
Q4 		$54.8K Buy
+200
New +$55K 0.03% 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
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

Planned Solutions's APD Position: Q4 2024 in Review

Planned Solutions sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 200 shares — an estimated $59.5K sold.

Planned Solutions first reported a position in APD in Q4 2023 and held it in 2 quarters. The position peaked at $59.5K in Q3 2024. 1,797 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Planned Solutions reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 200 Air Products & Chemicals shares in Q4 2024, an estimated $59.5K.
  • Planned Solutions first reported a position in Air Products & Chemicals in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Air Products & Chemicals position peaked at $59.5K in Q3 2024.
  • 1,797 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.