1776 Wealth’s Air Products & Chemicals APD Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-304	Closed	-$73K	–	123
2020 Q2	$73K	Sell	304 -3	-1%	-$685	0.05%	161
2020 Q1	$61K	Buy	307 +36	+13%	+$8.21K	0.05%	165
2019 Q4	$63K	Buy	+271	New	+$61.2K	0.05%	166

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1776 Wealth's APD Position: Q3 2020 in Review

1776 Wealth sold out of Air Products & Chemicals (APD) in Q3 2020, closing a stake of 304 shares — an estimated $73K sold.

1776 Wealth first reported a position in APD in Q4 2019 and held it in 3 quarters. The position peaked at $73K in Q2 2020. 1,335 funds tracked by Wall St. Rank hold APD as of Q3 2020.

1776 Wealth reported no remaining Air Products & Chemicals position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 304 Air Products & Chemicals shares in Q3 2020, an estimated $73K.
1776 Wealth first reported a position in Air Products & Chemicals in Q4 2019 and held it in 3 quarters.
1776 Wealth's Air Products & Chemicals position peaked at $73K in Q2 2020.
1,335 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.