TA
APD icon

TrueWealth Advisors’s Air Products & Chemicals APD Stock Holding History

TrueWealth Advisors’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
Q4 		– Sell
-698
Closed -$208K – 225
2024
Q3 		$208K Buy
+698
New +$191K 0.07% 220
2023
Q4 		– Sell
-762
Closed -$216K – 199
2023
Q3 		$216K Buy
762
+13
+2% +$3.81K 0.09% 179
2023
Q2 		$224K Buy
+749
New +$213K 0.09% 171

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

TrueWealth Advisors's APD Position: Q4 2024 in Review

TrueWealth Advisors sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 698 shares — an estimated $208K sold.

TrueWealth Advisors first reported a position in APD in Q2 2023 and held it in 3 quarters. The position peaked at $224K in Q2 2023. 1,797 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • TrueWealth Advisors reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
  • TrueWealth Advisors sold 698 Air Products & Chemicals shares in Q4 2024, an estimated $208K.
  • TrueWealth Advisors first reported a position in Air Products & Chemicals in Q2 2023 and held it in 3 quarters.
  • TrueWealth Advisors's Air Products & Chemicals position peaked at $224K in Q2 2023.
  • 1,797 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on TrueWealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.