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

Tradition 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
-417
Closed -$114K – 434
2023
Q4 		$114K Buy
417
+2
+0.5% +$550 0.01% 432
2023
Q3 		$118K Buy
415
+2
+0.5% +$587 0.01% 395
2023
Q2 		$124K Buy
413
+5
+1% +$1.42K 0.01% 407
2023
Q1 		$117K Buy
+408
New +$119K 0.01% 399

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tradition Wealth Management's APD Position: Q1 2024 in Review

Tradition Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 417 shares — an estimated $114K sold.

Tradition Wealth Management first reported a position in APD in Q1 2023 and held it in 4 quarters. The position peaked at $124K in Q2 2023. 1,658 funds tracked by Wall St. Rank hold APD as of Q1 2024.

  • Tradition Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 417 Air Products & Chemicals shares in Q1 2024, an estimated $114K.
  • Tradition Wealth Management first reported a position in Air Products & Chemicals in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Air Products & Chemicals position peaked at $124K in Q2 2023.
  • 1,658 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.