Total Clarity Wealth Management’s Air Products & Chemicals APD Stock Holding History

Total Clarity Wealth Management’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 Q1	–	Sell	-4,950	Closed	-$1.36M	–	270
2023 Q4	$1.36M	Sell	4,950 -80	-2%	-$22K	0.56%	53
2023 Q3	$1.43M	Sell	5,030 -85	-2%	-$24.9K	0.69%	39
2023 Q2	$1.53M	Sell	5,115 -135	-3%	-$38.4K	0.76%	31
2023 Q1	$1.51M	Hold	5,250	–	–	0.82%	30
2022 Q4	$1.62M	Buy	5,250 +85	+2%	+$24K	0.82%	28
2022 Q3	$1.2M	Buy	5,165 +35	+0.7%	+$8.66K	0.75%	38
2022 Q2	$1.23M	Buy	+5,130	New	+$1.25M	0.64%	41

Other funds holding APD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Total Clarity Wealth Management's APD Position: Q1 2024 in Review

Total Clarity Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 4,950 shares — an estimated $1.36M sold.

Total Clarity Wealth Management first reported a position in APD in Q2 2022 and held it in 7 quarters. The position peaked at $1.62M in Q4 2022. 1,658 funds tracked by Wall St. Rank hold APD as of Q1 2024.

Total Clarity Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 4,950 Air Products & Chemicals shares in Q1 2024, an estimated $1.36M.
Total Clarity Wealth Management first reported a position in Air Products & Chemicals in Q2 2022 and held it in 7 quarters.
Total Clarity Wealth Management's Air Products & Chemicals position peaked at $1.62M in Q4 2022.
1,658 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Total Clarity Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.