SWS Partners’s Air Products & Chemicals APD Stock Holding History

SWS 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
2024 Q3	–	Sell	-42	Closed	-$10.8K	–	122
2024 Q2	$10.8K	Buy	+42	New	+$10.7K	﹤0.01%	240

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SWS Partners's APD Position: Q3 2024 in Review

SWS Partners sold out of Air Products & Chemicals (APD) in Q3 2024, closing a stake of 42 shares — an estimated $10.8K sold.

SWS Partners first reported a position in APD in Q2 2024 and held it in 1 quarter. The position peaked at $10.8K in Q2 2024. 1,672 funds tracked by Wall St. Rank hold APD as of Q3 2024.

SWS Partners reported no remaining Air Products & Chemicals position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 42 Air Products & Chemicals shares in Q3 2024, an estimated $10.8K.
SWS Partners first reported a position in Air Products & Chemicals in Q2 2024 and held it in 1 quarter.
SWS Partners's Air Products & Chemicals position peaked at $10.8K in Q2 2024.
1,672 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.