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SYSTM Wealth Solutions’s Air Products & Chemicals APD Stock Holding History

SYSTM Wealth Solutions’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
-1,009
Closed -$260K – 121
2024
Q2 		$260K Sell
1,009
-20,693
-95% -$5.25M 0.06% 179
2024
Q1 		$5.28M Buy
21,702
+2,799
+15% +$686K 0.67% 36
2023
Q4 		$5.19M Buy
18,903
+9,171
+94% +$2.52M 0.72% 31
2023
Q3 		$2.76M Sell
9,732
-1,903
-16% -$558K 0.42% 54
2023
Q2 		$3.49M Sell
11,635
-587
-5% -$167K 0.47% 55
2023
Q1 		$3.51M Sell
12,222
-1,651
-12% -$482K 0.54% 44
2022
Q4 		$4.28M Buy
+13,873
New +$3.91M 0.53% 43

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SYSTM Wealth Solutions's APD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Air Products & Chemicals (APD) in Q3 2024, closing a stake of 1,009 shares — an estimated $260K sold.

SYSTM Wealth Solutions first reported a position in APD in Q4 2022 and held it in 7 quarters. The position peaked at $5.28M in Q1 2024. 1,672 funds tracked by Wall St. Rank hold APD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Air Products & Chemicals position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,009 Air Products & Chemicals shares in Q3 2024, an estimated $260K.
  • SYSTM Wealth Solutions first reported a position in Air Products & Chemicals in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Air Products & Chemicals position peaked at $5.28M in Q1 2024.
  • 1,672 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.