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TRUADVICE’s Air Products & Chemicals APD Stock Holding History

TRUADVICE’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 		$491K Sell
1,848
-298
-14% -$87.4K 0.19% 130
2023
Q2 		$614K Sell
2,146
-65
-3% -$18.5K 0.23% 110
2023
Q1 		$651K Buy
2,211
+597
+37% +$174K 0.26% 90
2022
Q4 		$494K Buy
1,614
+273
+20% +$76.9K 0.26% 77
2022
Q3 		$338K Buy
1,341
+11
+0.8% +$2.72K 0.19% 97
2022
Q2 		$343K Hold
1,330
– – 0.18% 105
2022
Q1 		$313K Hold
1,330
– – 0.17% 106
2021
Q4 		$336K Sell
1,330
-16
-1% -$4.7K 0.32% 87
2021
Q3 		$421K Sell
1,346
-432
-24% -$119K 0.39% 74
2021
Q2 		$514K Sell
1,778
-172
-9% -$50.5K 0.11% 166
2021
Q1 		$570K Buy
1,950
+161
+9% +$43.8K 0.17% 115
2020
Q4 		$483K Buy
1,789
+155
+9% +$43.7K 0.15% 145
2020
Q3 		$494K Buy
+1,634
New +$470K 0.2% 108

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRUADVICE's APD Position: Q3 2023 in Review

TRUADVICE reduced its Air Products & Chemicals (APD) stake by 14% in Q3 2023, selling an estimated $87.4K and leaving 1,848 shares worth $491K. The position accounts for 0.19% of the portfolio, ranked #130.

TRUADVICE first reported a position in APD in Q3 2020 and has held it in 13 quarters since. The position peaked at $651K in Q1 2023. 1,628 funds tracked by Wall St. Rank hold APD as of Q3 2023.

  • TRUADVICE held 1,848 shares of Air Products & Chemicals worth $491K as of Q3 2023.
  • TRUADVICE sold 298 Air Products & Chemicals shares in Q3 2023, an estimated $87.4K.
  • Air Products & Chemicals made up 0.19% of TRUADVICE's portfolio in Q3 2023, its #130 holding.
  • TRUADVICE first reported a position in Air Products & Chemicals in Q3 2020 and has held it in 13 quarters since.
  • TRUADVICE's Air Products & Chemicals position peaked at $651K in Q1 2023.
  • 1,628 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.