Summit Wealth Group’s Air Products & Chemicals APD Stock Holding History

Summit Wealth Group’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 Q2	–	Sell	-56,580	Closed	–	–	91
2023 Q1	$0	Buy	+56,580	New	+$16.5M	﹤0.01%	160

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Wealth Group's APD Position: Q2 2023 in Review

Summit Wealth Group sold out of Air Products & Chemicals (APD) in Q2 2023, closing a stake of 56,580 shares.

Summit Wealth Group first reported a position in APD in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,617 funds tracked by Wall St. Rank hold APD as of Q2 2023.

Summit Wealth Group reported no remaining Air Products & Chemicals position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 56,580 Air Products & Chemicals shares in Q2 2023.
Summit Wealth Group first reported a position in Air Products & Chemicals in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Air Products & Chemicals position peaked at $0 in Q1 2023.
1,617 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.