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

Redwood 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
2024 Q3	–	Sell	-652	Closed	-$168K	–	211
2024 Q2	$168K	Buy	+652	New	+$165K	0.13%	128
2024 Q1	–	Sell	-1,300	Closed	-$356K	–	113
2023 Q4	$356K	Hold	1,300	–	–	0.39%	81
2023 Q3	$368K	Sell	1,300 -100	-7%	-$29.3K	0.43%	73
2023 Q2	$419K	Hold	1,400	–	–	0.47%	64
2023 Q1	$402K	Hold	1,400	–	–	0.46%	65
2022 Q4	$432K	Buy	+1,400	New	+$395K	0.54%	50

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

Redwood Wealth Management Group's APD Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Air Products & Chemicals (APD) in Q3 2024, closing a stake of 652 shares — an estimated $168K sold.

Redwood Wealth Management Group first reported a position in APD in Q4 2022 and held it in 6 quarters. The position peaked at $432K in Q4 2022. 1,672 funds tracked by Wall St. Rank hold APD as of Q3 2024.

Redwood Wealth Management Group reported no remaining Air Products & Chemicals position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 652 Air Products & Chemicals shares in Q3 2024, an estimated $168K.
Redwood Wealth Management Group first reported a position in Air Products & Chemicals in Q4 2022 and held it in 6 quarters.
Redwood Wealth Management Group's Air Products & Chemicals position peaked at $432K in Q4 2022.
1,672 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.