WPW
APD icon

Warther Private Wealth’s Air Products & Chemicals APD Stock Holding History

Warther Private Wealth’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
-894
Closed -$208K – 80
2022
Q3 		$208K Sell
894
-1,574
-64% -$390K 0.16% 77
2022
Q2 		$599K Sell
2,468
-898
-27% -$218K 0.44% 63
2022
Q1 		$838K Sell
3,366
-49
-1% -$12.6K 0.55% 49
2021
Q4 		$1.01M Buy
3,415
+1
+0% +$294 0.75% 36
2021
Q3 		$879K Buy
3,414
+210
+7% +$58.1K 0.78% 35
2021
Q2 		$925K Buy
+3,204
New +$940K 0.9% 34

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
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

Warther Private Wealth's APD Position: Q4 2022 in Review

Warther Private Wealth sold out of Air Products & Chemicals (APD) in Q4 2022, closing a stake of 894 shares — an estimated $208K sold.

Warther Private Wealth first reported a position in APD in Q2 2021 and held it in 6 quarters. The position peaked at $1.01M in Q4 2021. 1,610 funds tracked by Wall St. Rank hold APD as of Q4 2022.

  • Warther Private Wealth reported no remaining Air Products & Chemicals position as of Q4 2022 after selling out during the quarter.
  • Warther Private Wealth sold 894 Air Products & Chemicals shares in Q4 2022, an estimated $208K.
  • Warther Private Wealth first reported a position in Air Products & Chemicals in Q2 2021 and held it in 6 quarters.
  • Warther Private Wealth's Air Products & Chemicals position peaked at $1.01M in Q4 2021.
  • 1,610 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2022.

Based on Warther Private Wealth's 13F filing for Q4 2022, filed 3 Feb 2023.