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

Talisman 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	–	Sell	-3,581	Closed	-$1.07M	–	81
2023 Q2	$1.07M	Buy	3,581 +6	+0.2%	+$1.71K	1.83%	16
2023 Q1	$1.03M	Buy	3,575 +156	+5%	+$45.5K	1.86%	15
2022 Q4	$1.05M	Buy	+3,419	New	+$963K	2.24%	14

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

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

Talisman Wealth Advisors sold out of Air Products & Chemicals (APD) in Q3 2023, closing a stake of 3,581 shares — an estimated $1.07M sold.

Talisman Wealth Advisors first reported a position in APD in Q4 2022 and held it in 3 quarters. The position peaked at $1.07M in Q2 2023. 1,628 funds tracked by Wall St. Rank hold APD as of Q3 2023.

Talisman Wealth Advisors reported no remaining Air Products & Chemicals position as of Q3 2023 after selling out during the quarter.
Talisman Wealth Advisors sold 3,581 Air Products & Chemicals shares in Q3 2023, an estimated $1.07M.
Talisman Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2022 and held it in 3 quarters.
Talisman Wealth Advisors's Air Products & Chemicals position peaked at $1.07M in Q2 2023.
1,628 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Talisman Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.