Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
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High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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BWM
Bernicke Wealth Management’s
Air Products & Chemicals
APD
Stock Holding History
Bernicke Wealth Management’s Portfolio
APD Stock Details
APD Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
$883K
Sell
2020
Q1
$1.08M
Buy
2019
Q4
$1.23M
Buy
2019
Q3
$1.12M
Buy
2019
Q2
$1.03M
Sell
2019
Q1
$994K
Buy
2018
Q4
$799K
Buy
2018
Q3
$784K
Buy
2018
Q2
$662K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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