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

Prosperity 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
2024
Q1 		– Sell
-798
Closed -$219K – 325
2023
Q4 		$219K Sell
798
-78
-9% -$21.4K 0.02% 247
2023
Q3 		$248K Buy
876
+165
+23% +$48.4K 0.03% 207
2023
Q2 		$213K Buy
+711
New +$202K 0.03% 216
2023
Q1 		– Sell
-679
Closed -$209K – 201
2022
Q4 		$209K Buy
+679
New +$191K 0.06% 182

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Prosperity Capital Advisors's APD Position: Q1 2024 in Review

Prosperity Capital Advisors sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 798 shares — an estimated $219K sold.

Prosperity Capital Advisors first reported a position in APD in Q4 2022 and held it in 4 quarters. The position peaked at $248K in Q3 2023. 1,659 funds tracked by Wall St. Rank hold APD as of Q1 2024.

  • Prosperity Capital Advisors reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
  • Prosperity Capital Advisors sold 798 Air Products & Chemicals shares in Q1 2024, an estimated $219K.
  • Prosperity Capital Advisors first reported a position in Air Products & Chemicals in Q4 2022 and held it in 4 quarters.
  • Prosperity Capital Advisors's Air Products & Chemicals position peaked at $248K in Q3 2023.
  • 1,659 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Prosperity Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.