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

Sutton 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
2023 Q3	$17.3K	Sell	61 -10	-14%	-$2.93K	0.01%	375
2023 Q2	$21.3K	Hold	71	–	–	0.01%	344
2023 Q1	$20.4K	Sell	71 -1	-1%	-$292	0.01%	310
2022 Q4	$22.2K	Sell	72 -8	-10%	-$2.25K	0.01%	654
2022 Q3	$18.6K	Sell	80 -12	-13%	-$2.97K	0.01%	684
2022 Q2	$22.1K	Buy	92 +9	+11%	+$2.19K	0.01%	643
2022 Q1	$20.7K	Buy	83 +4	+5%	+$1.03K	0.01%	698
2021 Q4	$24K	Hold	79	–	–	0.01%	653
2021 Q3	$20.2K	Sell	79 -1	-1%	-$277	0.01%	691
2021 Q2	$23K	Hold	80	–	–	0.01%	661
2021 Q1	$22.5K	Buy	80 +3	+4%	+$816	0.01%	641
2020 Q4	$21K	Buy	77 +5	+7%	+$1.41K	0.01%	595
2020 Q3	$21.4K	Hold	72	–	–	0.01%	526
2020 Q2	$17.4K	Buy	72 +10	+16%	+$2.28K	0.01%	579
2020 Q1	$12.4K	Buy	62 +6	+11%	+$1.37K	0.01%	599
2019 Q4	$13.2K	Hold	56	–	–	0.01%	749
2019 Q3	$12.4K	Hold	56	–	–	0.01%	728
2019 Q2	$12.7K	Hold	56	–	–	0.01%	717
2019 Q1	$10.7K	Buy	56 +7	+14%	+$1.21K	0.01%	770
2018 Q4	$7.84K	Hold	49	–	–	0.01%	800
2018 Q3	$8.19K	Hold	49	–	–	0.01%	823
2018 Q2	$7.63K	Hold	49	–	–	0.01%	876
2018 Q1	$7.79K	Hold	49	–	–	0.01%	871
2017 Q4	$8.04K	Hold	49	–	–	0.01%	831
2017 Q3	$7.41K	Hold	49	–	–	0.01%	820
2017 Q2	$7.01K	Hold	49	–	–	0.01%	822
2017 Q1	$6.63K	Hold	49	–	–	0.01%	805
2016 Q4	$7.05K	Sell	49 -4	-8%	-$560	0.01%	778
2016 Q3	$7.37K	Hold	53	–	–	0.01%	743
2016 Q2	$6.96K	Hold	53	–	–	0.01%	712
2016 Q1	$7.06K	Buy	+53	New	+$6.41K	0.01%	673

Other funds holding APD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's APD Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 14% in Q3 2023, selling an estimated $2.93K and leaving 61 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #375.

Sutton Wealth Advisors first reported a position in APD in Q1 2016 and has held it in 31 quarters since. The position peaked at $24K in Q4 2021. 1,629 funds tracked by Wall St. Rank hold APD as of Q3 2023.

Sutton Wealth Advisors held 61 shares of Air Products & Chemicals worth $17.3K as of Q3 2023.
Sutton Wealth Advisors sold 10 Air Products & Chemicals shares in Q3 2023, an estimated $2.93K.
Air Products & Chemicals made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #375 holding.
Sutton Wealth Advisors first reported a position in Air Products & Chemicals in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Air Products & Chemicals position peaked at $24K in Q4 2021.
1,629 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.