AWM
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Adams Wealth Management’s Air Products & Chemicals APD Stock Holding History

Adams 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
2020
Q4 		– Sell
-100
Closed -$30K – 81
2020
Q3 		$30K Buy
+100
New +$28.8K 0.02% 128

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Adams Wealth Management's APD Position: Q4 2020 in Review

Adams Wealth Management sold out of Air Products & Chemicals (APD) in Q4 2020, closing a stake of 100 shares — an estimated $30K sold.

Adams Wealth Management first reported a position in APD in Q3 2020 and held it in 1 quarter. The position peaked at $30K in Q3 2020. 1,412 funds tracked by Wall St. Rank hold APD as of Q4 2020.

  • Adams Wealth Management reported no remaining Air Products & Chemicals position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 100 Air Products & Chemicals shares in Q4 2020, an estimated $30K.
  • Adams Wealth Management first reported a position in Air Products & Chemicals in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Air Products & Chemicals position peaked at $30K in Q3 2020.
  • 1,412 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.