V Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-717	Closed	-$215K	–	126
2023 Q2	$215K	Buy	+717	New	+$204K	0.04%	352
2022 Q2	–	Sell	-1,348	Closed	-$337K	–	410
2022 Q1	$337K	Buy	1,348 +426	+46%	+$109K	0.05%	325
2021 Q4	$280K	Buy	+922	New	+$271K	0.04%	364
2020 Q2	–	Sell	-1,170	Closed	-$233K	–	350
2020 Q1	$233K	Buy	+1,170	New	+$267K	0.07%	266
2017 Q3	–	Sell	-22	Closed	-$3K	–	224
2017 Q2	$3K	Buy	+22	New	+$3.13K	﹤0.01%	699

Other funds holding APD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

V Wealth Advisors's APD Position: Q3 2023 in Review

V Wealth Advisors sold out of Air Products & Chemicals (APD) in Q3 2023, closing a stake of 717 shares — an estimated $215K sold.

V Wealth Advisors first reported a position in APD in Q2 2017 and held it in 5 quarters. The position peaked at $337K in Q1 2022. 1,628 funds tracked by Wall St. Rank hold APD as of Q3 2023.

V Wealth Advisors reported no remaining Air Products & Chemicals position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 717 Air Products & Chemicals shares in Q3 2023, an estimated $215K.
V Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2017 and held it in 5 quarters.
V Wealth Advisors's Air Products & Chemicals position peaked at $337K in Q1 2022.
1,628 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.