West Financial Advisors’s Air Products & Chemicals APD Stock Holding History

West Financial Advisors’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	-350	Closed	-$81K	–	168
2022 Q3	$81K	Hold	350	–	–	0.02%	84
2022 Q2	$84K	Hold	350	–	–	0.02%	84
2022 Q1	$87K	Hold	350	–	–	0.02%	84
2021 Q4	$106K	Hold	350	–	–	0.03%	84
2021 Q3	$90K	Hold	350	–	–	0.03%	82
2021 Q2	$101K	Hold	350	–	–	0.03%	69
2021 Q1	$98K	Hold	350	–	–	0.03%	75
2020 Q4	$96K	Buy	+350	New	+$98.6K	0.03%	72

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Financial Advisors's APD Position: Q4 2022 in Review

West Financial Advisors sold out of Air Products & Chemicals (APD) in Q4 2022, closing a stake of 350 shares — an estimated $81K sold.

West Financial Advisors first reported a position in APD in Q4 2020 and held it in 8 quarters. The position peaked at $106K in Q4 2021. 1,610 funds tracked by Wall St. Rank hold APD as of Q4 2022.

West Financial Advisors reported no remaining Air Products & Chemicals position as of Q4 2022 after selling out during the quarter.
West Financial Advisors sold 350 Air Products & Chemicals shares in Q4 2022, an estimated $81K.
West Financial Advisors first reported a position in Air Products & Chemicals in Q4 2020 and held it in 8 quarters.
West Financial Advisors's Air Products & Chemicals position peaked at $106K in Q4 2021.
1,610 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.