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

Birchcreek 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
2021
Q1 		– Sell
-200
Closed -$54K – 120
2020
Q4 		$54K Buy
+200
New +$56.3K 0.05% 207

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State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Birchcreek Wealth Management's APD Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2021, closing a stake of 200 shares — an estimated $54K sold.

Birchcreek Wealth Management first reported a position in APD in Q4 2020 and held it in 1 quarter. The position peaked at $54K in Q4 2020. 1,398 funds tracked by Wall St. Rank hold APD as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 200 Air Products & Chemicals shares in Q1 2021, an estimated $54K.
  • Birchcreek Wealth Management first reported a position in Air Products & Chemicals in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Air Products & Chemicals position peaked at $54K in Q4 2020.
  • 1,398 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.