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Provence Wealth Management Group’s Air Products & Chemicals APD Stock Holding History

Provence Wealth Management 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
Q4 		$548 Hold
2
– – ﹤0.01% 435
2023
Q3 		$567 Buy
+2
New +$587 ﹤0.01% 443

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 $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Provence Wealth Management Group's APD Position: Q4 2023 in Review

Provence Wealth Management Group held its Air Products & Chemicals (APD) position steady in Q4 2023 at 2 shares worth $548. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Provence Wealth Management Group first reported a position in APD in Q3 2023 and has held it in 2 quarters since. The position peaked at $567 in Q3 2023. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Provence Wealth Management Group held 2 shares of Air Products & Chemicals worth $548 as of Q4 2023.
  • Provence Wealth Management Group left its Air Products & Chemicals share count unchanged in Q4 2023.
  • Air Products & Chemicals made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #435 holding.
  • Provence Wealth Management Group first reported a position in Air Products & Chemicals in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's Air Products & Chemicals position peaked at $567 in Q3 2023.
  • 1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.