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 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 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllSquare Wealth Management's APD Position: Q1 2021 in Review

AllSquare Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2021, closing a stake of 107 shares — an estimated $29.1K sold.

AllSquare Wealth Management first reported a position in APD in Q2 2018 and held it in 11 quarters. The position peaked at $34K in Q3 2019. 1,398 funds tracked by Wall St. Rank hold APD as of Q1 2021.

AllSquare Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2021 after selling out during the quarter.
AllSquare Wealth Management sold 107 Air Products & Chemicals shares in Q1 2021, an estimated $29.1K.
AllSquare Wealth Management first reported a position in Air Products & Chemicals in Q2 2018 and held it in 11 quarters.
AllSquare Wealth Management's Air Products & Chemicals position peaked at $34K in Q3 2019.
1,398 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2021.

Based on AllSquare Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.