Tradewinds Capital Management’s Air Products & Chemicals APD Stock Holding History

Tradewinds Capital 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
2023 Q1	–	Sell	-12	Closed	-$3.7K	–	501
2022 Q4	$3.7K	Buy	+12	New	+$3.38K	﹤0.01%	315
2022 Q3	–	Sell	-48	Closed	-$12K	–	426
2022 Q2	$12K	Buy	+48	New	+$11.7K	﹤0.01%	193
2020 Q2	–	Sell	-17	Closed	-$3K	–	654
2020 Q1	$3K	Hold	17	–	–	﹤0.01%	495
2019 Q4	$4K	Buy	+17	New	+$3.84K	﹤0.01%	514
2016 Q1	–	Sell	-15	Closed	-$2K	–	634
2015 Q4	$2K	Hold	15	–	–	﹤0.01%	521
2015 Q3	$2K	Hold	15	–	–	﹤0.01%	520
2015 Q2	$2K	Hold	15	–	–	﹤0.01%	566
2015 Q1	$2K	Hold	15	–	–	﹤0.01%	518
2014 Q4	$2K	Hold	15	–	–	﹤0.01%	536
2014 Q3	$2K	Hold	15	–	–	﹤0.01%	518
2014 Q2	$2K	Hold	15	–	–	﹤0.01%	533
2014 Q1	$2K	Hold	15	–	–	﹤0.01%	546
2013 Q4	$2K	Buy	+15	New	+$1.51K	﹤0.01%	519

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tradewinds Capital Management's APD Position: Q1 2023 in Review

Tradewinds Capital Management sold out of Air Products & Chemicals (APD) in Q1 2023, closing a stake of 12 shares — an estimated $3.7K sold.

Tradewinds Capital Management first reported a position in APD in Q4 2013 and held it in 13 quarters. The position peaked at $12K in Q2 2022. 1,584 funds tracked by Wall St. Rank hold APD as of Q1 2023.

Tradewinds Capital Management reported no remaining Air Products & Chemicals position as of Q1 2023 after selling out during the quarter.
Tradewinds Capital Management sold 12 Air Products & Chemicals shares in Q1 2023, an estimated $3.7K.
Tradewinds Capital Management first reported a position in Air Products & Chemicals in Q4 2013 and held it in 13 quarters.
Tradewinds Capital Management's Air Products & Chemicals position peaked at $12K in Q2 2022.
1,584 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2023.

Based on Tradewinds Capital Management's 13F filing for Q1 2023, filed 10 Apr 2023.