WOSD
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WFA of San Diego’s Air Products & Chemicals APD Stock Holding History

WFA of San Diego’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
Q1 		– Sell
-34
Closed -$10.5K – 90
2022
Q4 		$10.5K Buy
+34
New +$9.58K 0.01% 354
2022
Q3 		– Sell
-44
Closed -$11K – 106
2022
Q2 		$11K Buy
+44
New +$10.7K 0.01% 268
2021
Q1 		– Sell
-50
Closed -$273 – 95
2020
Q4 		$273 Buy
+50
New +$14.1K 0.07% 26

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFA of San Diego's APD Position: Q1 2023 in Review

WFA of San Diego sold out of Air Products & Chemicals (APD) in Q1 2023, closing a stake of 34 shares — an estimated $10.5K sold.

WFA of San Diego first reported a position in APD in Q4 2020 and held it in 3 quarters. The position peaked at $11K in Q2 2022. 1,584 funds tracked by Wall St. Rank hold APD as of Q1 2023.

  • WFA of San Diego reported no remaining Air Products & Chemicals position as of Q1 2023 after selling out during the quarter.
  • WFA of San Diego sold 34 Air Products & Chemicals shares in Q1 2023, an estimated $10.5K.
  • WFA of San Diego first reported a position in Air Products & Chemicals in Q4 2020 and held it in 3 quarters.
  • WFA of San Diego's Air Products & Chemicals position peaked at $11K in Q2 2022.
  • 1,584 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.