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Asset Planning Services Inc’s Air Products & Chemicals APD Stock Holding History

Asset Planning Services Inc’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
2022
Q1 		– Sell
-15,085
Closed -$4.59M – 41
2021
Q4 		$4.59M Hold
15,085
– – 2.47% 22
2021
Q3 		$3.86M Sell
15,085
-175
-1% -$48.4K 2.28% 26
2021
Q2 		$4.39M Buy
15,260
+485
+3% +$142K 2.54% 24
2021
Q1 		$4.16M Buy
14,775
+225
+2% +$61.2K 2.51% 23
2020
Q4 		$3.98M Sell
14,550
-225
-2% -$63.4K 2.55% 22
2020
Q3 		$4.4M Buy
+14,775
New +$4.25M 3.01% 18

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State Street
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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 $1.56T 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asset Planning Services Inc's APD Position: Q1 2022 in Review

Asset Planning Services Inc sold out of Air Products & Chemicals (APD) in Q1 2022, closing a stake of 15,085 shares — an estimated $4.59M sold.

Asset Planning Services Inc first reported a position in APD in Q3 2020 and held it in 6 quarters. The position peaked at $4.59M in Q4 2021. 1,482 funds tracked by Wall St. Rank hold APD as of Q1 2022.

  • Asset Planning Services Inc reported no remaining Air Products & Chemicals position as of Q1 2022 after selling out during the quarter.
  • Asset Planning Services Inc sold 15,085 Air Products & Chemicals shares in Q1 2022, an estimated $4.59M.
  • Asset Planning Services Inc first reported a position in Air Products & Chemicals in Q3 2020 and held it in 6 quarters.
  • Asset Planning Services Inc's Air Products & Chemicals position peaked at $4.59M in Q4 2021.
  • 1,482 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2022.

Based on Asset Planning Services Inc's 13F filing for Q1 2022, filed 22 Apr 2022.