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Second Half Financial Partners’s Air Products & Chemicals APD Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-1,782
Closed -$534K – 46
2023
Q2 		$534K Buy
+1,782
New +$507K 0.12% 104
2023
Q1 		– Sell
-13,891
Closed -$4.45M – 38
2022
Q4 		$4.45M Buy
13,891
+8,235
+146% +$2.32M 2.9% 10
2022
Q3 		$1.32M Buy
+5,656
New +$1.4M 1.64% 16

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Second Half Financial Partners's APD Position: Q3 2023 in Review

Second Half Financial Partners sold out of Air Products & Chemicals (APD) in Q3 2023, closing a stake of 1,782 shares — an estimated $534K sold.

Second Half Financial Partners first reported a position in APD in Q3 2022 and held it in 3 quarters. The position peaked at $4.45M in Q4 2022. 1,627 funds tracked by Wall St. Rank hold APD as of Q3 2023.

  • Second Half Financial Partners reported no remaining Air Products & Chemicals position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 1,782 Air Products & Chemicals shares in Q3 2023, an estimated $534K.
  • Second Half Financial Partners first reported a position in Air Products & Chemicals in Q3 2022 and held it in 3 quarters.
  • Second Half Financial Partners's Air Products & Chemicals position peaked at $4.45M in Q4 2022.
  • 1,627 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.