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

Selective Wealth 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
2022
Q4 		– Sell
-5
Closed -$1K – 156
2022
Q3 		$1K Buy
+5
New +$1.24K ﹤0.01% 696
2022
Q1 		– Sell
-95
Closed -$29K – 721
2021
Q4 		$29K Hold
95
– – 0.01% 354
2021
Q3 		$24K Buy
+95
New +$26.3K 0.01% 344

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

Selective Wealth Management's APD Position: Q4 2022 in Review

Selective Wealth Management sold out of Air Products & Chemicals (APD) in Q4 2022, closing a stake of 5 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in APD in Q3 2021 and held it in 3 quarters. The position peaked at $29K in Q4 2021. 1,610 funds tracked by Wall St. Rank hold APD as of Q4 2022.

  • Selective Wealth Management reported no remaining Air Products & Chemicals position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 5 Air Products & Chemicals shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Air Products & Chemicals in Q3 2021 and held it in 3 quarters.
  • Selective Wealth Management's Air Products & Chemicals position peaked at $29K in Q4 2021.
  • 1,610 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.