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

Blue Chip 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
2020
Q3 		$245K Sell
822
-11
-1% -$3.16K 0.19% 92
2020
Q2 		$201K Buy
+833
New +$190K 0.19% 95

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blue Chip Wealth Management's APD Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its Air Products & Chemicals (APD) stake by 1.3% in Q3 2020, selling an estimated $3.16K and leaving 822 shares worth $245K. The position accounts for 0.19% of the portfolio, ranked #92.

Blue Chip Wealth Management first reported a position in APD in Q2 2020 and has held it in 2 quarters since. 1,335 funds tracked by Wall St. Rank hold APD as of Q3 2020.

  • Blue Chip Wealth Management held 822 shares of Air Products & Chemicals worth $245K as of Q3 2020.
  • Blue Chip Wealth Management sold 11 Air Products & Chemicals shares in Q3 2020, an estimated $3.16K.
  • Air Products & Chemicals made up 0.19% of Blue Chip Wealth Management's portfolio in Q3 2020, its #92 holding.
  • Blue Chip Wealth Management first reported a position in Air Products & Chemicals in Q2 2020 and has held it in 2 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.