Burt Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Burt Wealth 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 Q1	–	Sell	-76	Closed	-$21K	–	107
2020 Q4	$21K	Hold	76	–	–	0.01%	236
2020 Q3	$23K	Hold	76	–	–	0.01%	228
2020 Q2	$18K	Hold	76	–	–	0.01%	237
2020 Q1	$15K	Hold	76	–	–	0.01%	245
2019 Q4	$18K	Sell	76 -25	-25%	-$5.64K	0.01%	248
2019 Q3	$22K	Hold	101	–	–	0.01%	225
2019 Q2	$23K	Hold	101	–	–	0.01%	222
2019 Q1	$19K	Hold	101	–	–	0.01%	241
2018 Q4	$16K	Hold	101	–	–	0.01%	251
2018 Q3	$17K	Hold	101	–	–	0.01%	265
2018 Q2	$16K	Hold	101	–	–	0.01%	262
2018 Q1	$16K	Hold	101	–	–	0.01%	265
2017 Q4	$17K	Hold	101	–	–	0.01%	250
2017 Q3	$15K	Hold	101	–	–	0.01%	247
2017 Q2	$14K	Hold	101	–	–	0.01%	276
2017 Q1	$14K	Sell	101 -100	-50%	-$14.1K	0.01%	242
2016 Q4	$29K	Buy	201 +92	+84%	+$12.9K	0.03%	205
2016 Q3	$15K	Hold	109	–	–	0.02%	237
2016 Q2	$14K	Hold	109	–	–	0.02%	242
2016 Q1	$15K	Hold	109	–	–	0.01%	280
2015 Q4	$13K	Hold	109	–	–	0.01%	247
2015 Q3	$12K	Hold	109	–	–	0.01%	230
2015 Q2	$138K	Hold	109	–	–	0.15%	78
2015 Q1	$15K	Hold	109	–	–	0.02%	210
2014 Q4	$15K	Buy	+109	New	+$13.8K	0.02%	204

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burt Wealth Advisors's APD Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Air Products & Chemicals (APD) in Q1 2021, closing a stake of 76 shares — an estimated $21K sold.

Burt Wealth Advisors first reported a position in APD in Q4 2014 and held it in 25 quarters. The position peaked at $138K in Q2 2015. 1,398 funds tracked by Wall St. Rank hold APD as of Q1 2021.

Burt Wealth Advisors reported no remaining Air Products & Chemicals position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 76 Air Products & Chemicals shares in Q1 2021, an estimated $21K.
Burt Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Air Products & Chemicals position peaked at $138K in Q2 2015.
1,398 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.