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Bel Air Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Bel Air Investment Advisors’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 		$2.09M Buy
7,278
+3,974
+120% +$1.17M 0.06% 122
2021
Q1 		$929K Buy
+3,304
New +$898K 0.03% 198
2013
Q3 		$255K Buy
2,585
+5
+0.2% +$475 0.04% 99
2013
Q2 		$219K Buy
+2,580
New +$217K 0.03% 106

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bel Air Investment Advisors's APD Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Air Products & Chemicals (APD) stake by 120% in Q2 2021, buying an estimated $1.17M and bringing the position to 7,278 shares worth $2.09M. The position accounts for 0.06% of the portfolio, ranked #122.

Bel Air Investment Advisors first reported a position in APD in Q2 2013 and has held it in 4 quarters since. 1,418 funds tracked by Wall St. Rank hold APD as of Q2 2021.

  • Bel Air Investment Advisors held 7,278 shares of Air Products & Chemicals worth $2.09M as of Q2 2021.
  • Bel Air Investment Advisors bought 3,974 Air Products & Chemicals shares in Q2 2021, an estimated $1.17M.
  • Air Products & Chemicals made up 0.06% of Bel Air Investment Advisors's portfolio in Q2 2021, its #122 holding.
  • Bel Air Investment Advisors first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 4 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.