Avantax Planning Partners’s Air Products & Chemicals APD Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-855	Closed	-$219K	–	356
2021 Q3	$219K	Buy	855 +151	+21%	+$41.8K	0.01%	305
2021 Q2	$203K	Buy	+704	New	+$207K	0.01%	308
2020 Q4	–	Sell	-1,143	Closed	-$340K	–	291
2020 Q3	$340K	Buy	1,143 +44	+4%	+$12.7K	0.02%	216
2020 Q2	$265K	Sell	1,099 -43	-4%	-$9.82K	0.02%	227
2020 Q1	$228K	Hold	1,142	–	–	0.02%	239
2019 Q4	$268K	Buy	1,142 +171	+18%	+$38.6K	0.02%	247
2019 Q3	$215K	Buy	971 +34	+4%	+$7.65K	0.01%	283
2019 Q2	$214K	Buy	+937	New	+$194K	0.01%	279
2018 Q4	–	Sell	-692	Closed	-$116K	–	330
2018 Q3	$116K	Buy	+692	New	+$113K	0.01%	316
2018 Q2	–	Sell	-761	Closed	-$121K	–	311
2018 Q1	$121K	Buy	+761	New	+$125K	0.01%	375
2017 Q2	–	Sell	-1,643	Closed	-$222K	–	341
2017 Q1	$222K	Sell	1,643 -3	-0.2%	-$423	0.02%	299
2016 Q4	$237K	Buy	+1,646	New	+$230K	0.03%	267

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 $3.37T AUM 44.26% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Avantax Planning Partners's APD Position: Q4 2021 in Review

Avantax Planning Partners sold out of Air Products & Chemicals (APD) in Q4 2021, closing a stake of 855 shares — an estimated $219K sold.

Avantax Planning Partners first reported a position in APD in Q4 2016 and held it in 12 quarters. The position peaked at $340K in Q3 2020. 1,533 funds tracked by Wall St. Rank hold APD as of Q4 2021.

Avantax Planning Partners reported no remaining Air Products & Chemicals position as of Q4 2021 after selling out during the quarter.
Avantax Planning Partners sold 855 Air Products & Chemicals shares in Q4 2021, an estimated $219K.
Avantax Planning Partners first reported a position in Air Products & Chemicals in Q4 2016 and held it in 12 quarters.
Avantax Planning Partners's Air Products & Chemicals position peaked at $340K in Q3 2020.
1,533 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2021.

Based on Avantax Planning Partners's 13F filing for Q4 2021, filed 28 Jan 2022.