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TFO Wealth Partners’s Air Products & Chemicals APD Stock Holding History

TFO Wealth 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
Q2 		– Sell
-2
Closed -$485 – 103
2024
Q1 		$485 Sell
2
-3
-60% -$735 ﹤0.01% 271
2023
Q4 		$1.37K Hold
5
– – ﹤0.01% 162
2023
Q3 		$1.5K Buy
5
+3
+150% +$880 ﹤0.01% 225
2023
Q2 		$599 Hold
2
– – ﹤0.01% 259
2023
Q1 		$574 Sell
2
-4
-67% -$1.17K ﹤0.01% 225
2022
Q4 		$231 Buy
+6
New +$1.69K ﹤0.01% 608
2022
Q3 		– Sell
-3
Closed -$1K – 160
2022
Q2 		$1K Buy
+3
New +$730 ﹤0.01% 375

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's APD Position: Q2 2024 in Review

TFO Wealth Partners sold out of Air Products & Chemicals (APD) in Q2 2024, closing a stake of 2 shares — an estimated $485 sold.

TFO Wealth Partners first reported a position in APD in Q2 2022 and held it in 7 quarters. The position peaked at $1.5K in Q3 2023. 1,677 funds tracked by Wall St. Rank hold APD as of Q2 2024.

  • TFO Wealth Partners reported no remaining Air Products & Chemicals position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Air Products & Chemicals shares in Q2 2024, an estimated $485.
  • TFO Wealth Partners first reported a position in Air Products & Chemicals in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Air Products & Chemicals position peaked at $1.5K in Q3 2023.
  • 1,677 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.