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Valley Wealth Managers’s Air Products & Chemicals APD Stock Holding History

Valley Wealth Managers’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
2022
Q4 		– Sell
-8
Closed -$2.25K – 375
2022
Q3 		$2K Hold
8
– – ﹤0.01% 363
2022
Q2 		$2K Buy
+8
New +$1.95K ﹤0.01% 379
2020
Q3 		– Sell
-1,475
Closed -$356K – 157
2020
Q2 		$356K Sell
1,475
-55
-4% -$12.6K 0.04% 138
2020
Q1 		$305K Sell
1,530
-600
-28% -$137K 0.04% 140
2019
Q4 		$501K Sell
2,130
-1,125
-35% -$254K 0.05% 137
2019
Q3 		$722K Buy
+3,255
New +$732K 0.08% 115

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valley Wealth Managers's APD Position: Q4 2022 in Review

Valley Wealth Managers sold out of Air Products & Chemicals (APD) in Q4 2022, closing a stake of 8 shares — an estimated $2.25K sold.

Valley Wealth Managers first reported a position in APD in Q3 2019 and held it in 6 quarters. The position peaked at $722K in Q3 2019. 1,610 funds tracked by Wall St. Rank hold APD as of Q4 2022.

  • Valley Wealth Managers reported no remaining Air Products & Chemicals position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 8 Air Products & Chemicals shares in Q4 2022, an estimated $2.25K.
  • Valley Wealth Managers first reported a position in Air Products & Chemicals in Q3 2019 and held it in 6 quarters.
  • Valley Wealth Managers's Air Products & Chemicals position peaked at $722K in Q3 2019.
  • 1,610 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.