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

Western Pacific Wealth Management’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	-214	Closed	-$58.6K	–	305
2023 Q4	$58.6K	Sell	214 -15	-7%	-$4.12K	0.04%	129
2023 Q3	$64.9K	Hold	229	–	–	0.05%	113
2023 Q2	$68.6K	Hold	229	–	–	0.05%	113
2023 Q1	$65.8K	Hold	229	–	–	0.05%	114
2022 Q4	$70.6K	Buy	229 +92	+67%	+$25.9K	0.06%	105
2022 Q3	$31K	Buy	+137	New	+$33.9K	0.03%	139

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Western Pacific Wealth Management's APD Position: Q1 2024 in Review

Western Pacific Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 214 shares — an estimated $58.6K sold.

Western Pacific Wealth Management first reported a position in APD in Q3 2022 and held it in 6 quarters. The position peaked at $70.6K in Q4 2022. 1,659 funds tracked by Wall St. Rank hold APD as of Q1 2024.

Western Pacific Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 214 Air Products & Chemicals shares in Q1 2024, an estimated $58.6K.
Western Pacific Wealth Management first reported a position in Air Products & Chemicals in Q3 2022 and held it in 6 quarters.
Western Pacific Wealth Management's Air Products & Chemicals position peaked at $70.6K in Q4 2022.
1,659 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Western Pacific Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.