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WealthShield Partners’s Air Products & Chemicals APD Stock Holding History

WealthShield Partners’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
2024
Q1 		– Sell
-5,710
Closed -$1.57M – 478
2023
Q4 		$1.57M Sell
5,710
-370
-6% -$102K 0.26% 109
2023
Q3 		$1.73M Buy
6,080
+379
+7% +$111K 0.26% 104
2023
Q2 		$1.72M Buy
5,701
+300
+6% +$85.4K 0.26% 101
2023
Q1 		$1.56M Buy
5,401
+635
+13% +$185K 0.25% 108
2022
Q4 		$1.48M Buy
4,766
+399
+9% +$112K 0.28% 101
2022
Q3 		$1.02M Buy
4,367
+240
+6% +$59.4K 0.2% 122
2022
Q2 		$999K Buy
4,127
+589
+17% +$143K 0.2% 124
2022
Q1 		$890K Buy
3,538
+975
+38% +$251K 0.14% 160
2021
Q4 		$780K Buy
2,563
+514
+25% +$151K 0.13% 159
2021
Q3 		$525K Sell
2,049
-409
-17% -$113K 0.14% 134
2021
Q2 		$707K Buy
2,458
+487
+25% +$143K 0.11% 134
2021
Q1 		$555K Buy
1,971
+2
+0.1% +$544 0.1% 146
2020
Q4 		$538K Buy
1,969
+302
+18% +$85K 0.1% 162
2020
Q3 		$497K Buy
1,667
+106
+7% +$30.5K 0.17% 129
2020
Q2 		$377K Sell
1,561
-143
-8% -$32.6K 0.17% 129
2020
Q1 		$340K Sell
1,704
-1,091
-39% -$249K 0.21% 101
2019
Q4 		$657K Buy
2,795
+229
+9% +$51.7K 0.32% 66
2019
Q3 		$569K Buy
2,566
+642
+33% +$144K 0.3% 75
2019
Q2 		$436K Buy
1,924
+791
+70% +$164K 0.25% 90
2019
Q1 		$216K Buy
+1,133
New +$195K 0.12% 133

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

WealthShield Partners's APD Position: Q1 2024 in Review

WealthShield Partners sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 5,710 shares — an estimated $1.57M sold.

WealthShield Partners first reported a position in APD in Q1 2019 and held it in 20 quarters. The position peaked at $1.73M in Q3 2023. 1,658 funds tracked by Wall St. Rank hold APD as of Q1 2024.

  • WealthShield Partners reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
  • WealthShield Partners sold 5,710 Air Products & Chemicals shares in Q1 2024, an estimated $1.57M.
  • WealthShield Partners first reported a position in Air Products & Chemicals in Q1 2019 and held it in 20 quarters.
  • WealthShield Partners's Air Products & Chemicals position peaked at $1.73M in Q3 2023.
  • 1,658 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.