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Rockbridge Investment Management’s Air Products & Chemicals APD Stock Holding History

Rockbridge Investment Management’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
-48
Closed -$13.1K – 151
2023
Q4 		$13.1K Buy
+48
New +$13.2K ﹤0.01% 373
2022
Q3 		– Sell
-165
Closed -$39.7K – 129
2022
Q2 		$39.7K Sell
165
-43
-21% -$10.5K 0.01% 238
2022
Q1 		$51.8K Buy
208
+41
+25% +$10.5K 0.01% 292
2021
Q4 		$51K Hold
167
– – 0.01% 343
2021
Q3 		$43K Buy
167
+9
+6% +$2.49K 0.01% 341
2021
Q2 		$45K Hold
158
– – 0.01% 328
2021
Q1 		$44K Buy
158
+76
+93% +$20.7K 0.01% 310
2020
Q4 		$22K Hold
82
– – ﹤0.01% 401
2020
Q3 		$24K Hold
82
– – 0.01% 357
2020
Q2 		$20K Buy
+82
New +$18.7K 0.01% 342

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

Rockbridge Investment Management's APD Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 48 shares — an estimated $13.1K sold.

Rockbridge Investment Management first reported a position in APD in Q2 2020 and held it in 10 quarters. The position peaked at $51.8K in Q1 2022. 1,659 funds tracked by Wall St. Rank hold APD as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 48 Air Products & Chemicals shares in Q1 2024, an estimated $13.1K.
  • Rockbridge Investment Management first reported a position in Air Products & Chemicals in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Air Products & Chemicals position peaked at $51.8K in Q1 2022.
  • 1,659 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.