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

AllSquare 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
2021
Q2 		– Hold
0
– – – 494
2021
Q1 		– Sell
-107
Closed -$29.1K – 490
2020
Q4 		$29K Hold
107
– – 0.02% 243
2020
Q3 		$32K Sell
107
-12
-10% -$3.45K 0.02% 236
2020
Q2 		$29K Hold
119
– – 0.02% 235
2020
Q1 		$24K Hold
119
– – 0.02% 230
2019
Q4 		$28K Sell
119
-32
-21% -$7.22K 0.02% 238
2019
Q3 		$34K Hold
151
– – 0.03% 219
2019
Q2 		$34K Sell
151
-24
-14% -$4.97K 0.03% 222
2019
Q1 		$33K Hold
175
– – 0.02% 227
2018
Q4 		$28K Buy
175
+52
+42% +$8.24K 0.02% 224
2018
Q3 		$21K Sell
123
-18
-13% -$2.93K 0.02% 265
2018
Q2 		$22K Buy
+141
New +$23.1K 0.02% 261

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return