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

Alterna 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
Q1 		– Sell
-2,055
Closed -$294K – 119
2018
Q4 		$294K Buy
+2,055
New +$326K 0.05% 258

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Barrow, Hanley, Mewhinney & Strauss
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JP Morgan Chase
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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Alterna Wealth Management's APD Position: Q1 2019 in Review

Alterna Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2019, closing a stake of 2,055 shares — an estimated $294K sold.

Alterna Wealth Management first reported a position in APD in Q4 2018 and held it in 1 quarter. The position peaked at $294K in Q4 2018. 1,108 funds tracked by Wall St. Rank hold APD as of Q1 2019.

  • Alterna Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 2,055 Air Products & Chemicals shares in Q1 2019, an estimated $294K.
  • Alterna Wealth Management first reported a position in Air Products & Chemicals in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Air Products & Chemicals position peaked at $294K in Q4 2018.
  • 1,108 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.