Polaris Wealth Advisory Group’s Air Products & Chemicals APD Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$3.06M	Buy	10,780 +158	+1%	+$46.3K	0.23%	94
2023 Q2	$3.18M	Buy	+10,622	New	+$3.02M	0.24%	90
2018 Q4	–	Sell	-100	Closed	-$17K	–	158
2018 Q3	$17K	Buy	+100	New	+$16.3K	﹤0.01%	337
2018 Q2	–	Sell	-100	Closed	-$16K	–	257
2018 Q1	$16K	Buy	+100	New	+$16.5K	﹤0.01%	314
2016 Q3	–	Sell	-1,866	Closed	-$245K	–	110
2016 Q2	$245K	Hold	1,866	–	–	0.04%	88
2016 Q1	$249K	Hold	1,866	–	–	0.04%	97
2015 Q4	$225K	Buy	+1,866	New	+$235K	0.04%	132

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polaris Wealth Advisory Group's APD Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Air Products & Chemicals (APD) stake by 1.5% in Q3 2023, buying an estimated $46.3K and bringing the position to 10,780 shares worth $3.06M. The position accounts for 0.23% of the portfolio, ranked #94.

Polaris Wealth Advisory Group first reported a position in APD in Q4 2015 and has held it in 7 quarters since. The position peaked at $3.18M in Q2 2023. 1,629 funds tracked by Wall St. Rank hold APD as of Q3 2023.

Polaris Wealth Advisory Group held 10,780 shares of Air Products & Chemicals worth $3.06M as of Q3 2023.
Polaris Wealth Advisory Group bought 158 Air Products & Chemicals shares in Q3 2023, an estimated $46.3K.
Air Products & Chemicals made up 0.23% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #94 holding.
Polaris Wealth Advisory Group first reported a position in Air Products & Chemicals in Q4 2015 and has held it in 7 quarters since.
Polaris Wealth Advisory Group's Air Products & Chemicals position peaked at $3.18M in Q2 2023.
1,629 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.