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CFM Wealth Partners’s Air Products & Chemicals APD Stock Holding History

CFM Wealth Partners’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 		– Sell
-123
Closed -$29K – 172
2020
Q2 		$29K Hold
123
– – 0.01% 328
2020
Q1 		$25K Sell
123
-125
-50% -$28.5K 0.01% 337
2019
Q4 		$58K Buy
+248
New +$56K 0.02% 267

Other funds holding APD

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CFM Wealth Partners's APD Position: Q3 2020 in Review

CFM Wealth Partners sold out of Air Products & Chemicals (APD) in Q3 2020, closing a stake of 123 shares — an estimated $29K sold.

CFM Wealth Partners first reported a position in APD in Q4 2019 and held it in 3 quarters. The position peaked at $58K in Q4 2019. 1,335 funds tracked by Wall St. Rank hold APD as of Q3 2020.

  • CFM Wealth Partners reported no remaining Air Products & Chemicals position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 123 Air Products & Chemicals shares in Q3 2020, an estimated $29K.
  • CFM Wealth Partners first reported a position in Air Products & Chemicals in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Air Products & Chemicals position peaked at $58K in Q4 2019.
  • 1,335 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.