Proquility Private Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Proquility Private Wealth Partners’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 Q3	–	Sell	-4,838	Closed	-$1.16M	–	87
2022 Q2	$1.16M	Sell	4,838 -196	-4%	-$47.7K	0.5%	63
2022 Q1	$1.17M	Buy	5,034 +333	+7%	+$85.6K	0.49%	60
2021 Q4	$1.19M	Buy	4,701 +172	+4%	+$50.5K	0.42%	66
2021 Q3	$1.16M	Buy	4,529 +127	+3%	+$35.1K	0.44%	62
2021 Q2	$1.27M	Sell	4,402 -1,613	-27%	-$473K	0.48%	62
2021 Q1	$1.69M	Sell	6,015 -17	-0.3%	-$4.62K	0.68%	52
2020 Q4	$1.65M	Buy	+6,032	New	+$1.7M	0.75%	39

Other funds holding APD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Proquility Private Wealth Partners's APD Position: Q3 2022 in Review

Proquility Private Wealth Partners sold out of Air Products & Chemicals (APD) in Q3 2022, closing a stake of 4,838 shares — an estimated $1.16M sold.

Proquility Private Wealth Partners first reported a position in APD in Q4 2020 and held it in 7 quarters. The position peaked at $1.69M in Q1 2021. 1,473 funds tracked by Wall St. Rank hold APD as of Q3 2022.

Proquility Private Wealth Partners reported no remaining Air Products & Chemicals position as of Q3 2022 after selling out during the quarter.
Proquility Private Wealth Partners sold 4,838 Air Products & Chemicals shares in Q3 2022, an estimated $1.16M.
Proquility Private Wealth Partners first reported a position in Air Products & Chemicals in Q4 2020 and held it in 7 quarters.
Proquility Private Wealth Partners's Air Products & Chemicals position peaked at $1.69M in Q1 2021.
1,473 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2022.

Based on Proquility Private Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.