SLWA
APD icon

San Luis Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-825
Closed -$251K – 85
2022
Q1 		$251K Hold
825
– – 0.12% 132
2021
Q4 		$251K Sell
825
-54
-6% -$15.9K 0.26% 75
2021
Q3 		$225K Buy
+879
New +$243K 0.13% 140
2020
Q4 		$538K Buy
+1,970
New +$555K 0.35% 75

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

San Luis Wealth Advisors's APD Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Air Products & Chemicals (APD) in Q2 2022, closing a stake of 825 shares — an estimated $251K sold.

San Luis Wealth Advisors first reported a position in APD in Q4 2020 and held it in 4 quarters. The position peaked at $538K in Q4 2020. 1,464 funds tracked by Wall St. Rank hold APD as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Air Products & Chemicals position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 825 Air Products & Chemicals shares in Q2 2022, an estimated $251K.
  • San Luis Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2020 and held it in 4 quarters.
  • San Luis Wealth Advisors's Air Products & Chemicals position peaked at $538K in Q4 2020.
  • 1,464 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.