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SWA
Stratos Wealth Advisors’s
Air Products & Chemicals
APD
Stock Holding History
Stratos Wealth Advisors’s Portfolio
APD Stock Details
APD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-680
Closed
-$201K
–
673
2025
Q1
$201K
Sell
680
-63
-8%
-$19.4K
0.01%
633
2024
Q4
$216K
Buy
+743
New
+$233K
0.01%
663
2024
Q2
–
Sell
-3,661
Closed
-$887K
–
702
2024
Q1
$887K
Sell
3,661
-184
-5%
-$45.1K
0.05%
353
2023
Q4
$1.05M
Sell
3,845
-83
-2%
-$22.8K
0.06%
317
2023
Q3
$1.11M
Sell
3,928
-113
-3%
-$33.1K
0.07%
278
2023
Q2
$1.21M
Buy
4,041
+12
+0.3%
+$3.42K
0.09%
259
2023
Q1
$1.16M
Buy
4,029
+168
+4%
+$49K
0.09%
252
2022
Q4
$1.19M
Buy
3,861
+55
+1%
+$15.5K
0.1%
259
2022
Q3
$886K
Sell
3,806
-173
-4%
-$42.8K
0.09%
259
2022
Q2
$957K
Buy
3,979
+134
+3%
+$32.6K
0.09%
279
2022
Q1
$961K
Buy
3,845
+111
+3%
+$28.5K
0.08%
280
2021
Q4
$1.14M
Sell
3,734
-6
-0.2%
-$1.76K
0.08%
262
2021
Q3
$958K
Buy
+3,740
New
+$1.03M
0.08%
257
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1-Year Est. Return
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$127B AUM
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1-Year Est. Return
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$645B AUM
30.41%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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