Wealth Management Solutions’s Air Products & Chemicals APD Stock Holding History

Wealth Management Solutions’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	$308K	Buy	1,086 +2	+0.2%	+$587	0.21%	61
2023 Q2	$325K	Buy	1,084 +52	+5%	+$14.8K	0.21%	60
2023 Q1	$296K	Buy	1,032 +27	+3%	+$7.88K	0.17%	67
2022 Q4	$310K	Sell	1,005 -8	-0.8%	-$2.25K	0.16%	70
2022 Q3	$236K	Sell	1,013 -3	-0.3%	-$743	0.14%	69
2022 Q2	$244K	Buy	1,016 +87	+9%	+$21.2K	0.14%	78
2022 Q1	$232K	Buy	929 +85	+10%	+$21.8K	0.12%	100
2021 Q4	$257K	Buy	+844	New	+$248K	0.13%	99

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

Wealth Management Solutions's APD Position: Q3 2023 in Review

Wealth Management Solutions increased its Air Products & Chemicals (APD) stake by 0.18% in Q3 2023, buying an estimated $587 and bringing the position to 1,086 shares worth $308K. The position accounts for 0.21% of the portfolio, ranked #61.

Wealth Management Solutions first reported a position in APD in Q4 2021 and has held it in 8 quarters since. The position peaked at $325K in Q2 2023. 1,629 funds tracked by Wall St. Rank hold APD as of Q3 2023.

Wealth Management Solutions held 1,086 shares of Air Products & Chemicals worth $308K as of Q3 2023.
Wealth Management Solutions bought 2 Air Products & Chemicals shares in Q3 2023, an estimated $587.
Air Products & Chemicals made up 0.21% of Wealth Management Solutions's portfolio in Q3 2023, its #61 holding.
Wealth Management Solutions first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's Air Products & Chemicals position peaked at $325K in Q2 2023.
1,629 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.