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VitalStone Financial’s Air Products & Chemicals APD Stock Holding History

VitalStone Financial’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
Q4 		– Sell
-1
Closed – – 481
2023
Q3 		$0 Sell
1
-12
-92% -$3.52K ﹤0.01% 452
2023
Q2 		$4K Buy
+13
New +$3.7K ﹤0.01% 739
2023
Q1 		– Sell
-2
Closed -$1K – 377
2022
Q4 		$1K Buy
+2
New +$564 ﹤0.01% 459

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

VitalStone Financial's APD Position: Q4 2023 in Review

VitalStone Financial sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 1 share.

VitalStone Financial first reported a position in APD in Q4 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2023. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • VitalStone Financial reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
  • VitalStone Financial sold 1 Air Products & Chemicals share in Q4 2023.
  • VitalStone Financial first reported a position in Air Products & Chemicals in Q4 2022 and held it in 3 quarters.
  • VitalStone Financial's Air Products & Chemicals position peaked at $4K in Q2 2023.
  • 1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on VitalStone Financial's 13F filing for Q4 2023, filed 14 Feb 2024.