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

Aevitas 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
2019 Q2	–	Sell	-104	Closed	-$19K	–	114
2019 Q1	$19K	Hold	104	–	–	0.02%	258
2018 Q4	$17K	Sell	104 -104	-50%	-$16.5K	0.02%	256
2018 Q3	$35K	Hold	208	–	–	0.03%	228
2018 Q2	$32K	Buy	208 +1	+0.5%	+$164	0.03%	233
2018 Q1	$33K	Buy	207 +1	+0.5%	+$165	0.03%	209
2017 Q4	$34K	Buy	+206	New	+$32.8K	0.03%	209

Other funds holding APD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aevitas Wealth Management's APD Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Air Products & Chemicals (APD) in Q2 2019, closing a stake of 104 shares — an estimated $19K sold.

Aevitas Wealth Management first reported a position in APD in Q4 2017 and held it in 6 quarters. The position peaked at $35K in Q3 2018. 1,141 funds tracked by Wall St. Rank hold APD as of Q2 2019.

Aevitas Wealth Management reported no remaining Air Products & Chemicals position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 104 Air Products & Chemicals shares in Q2 2019, an estimated $19K.
Aevitas Wealth Management first reported a position in Air Products & Chemicals in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Air Products & Chemicals position peaked at $35K in Q3 2018.
1,141 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.