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CLA (CliftonLarsonAllen) Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

CLA (CliftonLarsonAllen) 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
Q4 		– Sell
-1,431
Closed -$366K – 182
2021
Q3 		$366K Hold
1,431
– – 0.01% 257
2021
Q2 		$412K Buy
+1,431
New +$420K 0.02% 247

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's APD Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Air Products & Chemicals (APD) in Q4 2021, closing a stake of 1,431 shares — an estimated $366K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in APD in Q2 2021 and held it in 2 quarters. The position peaked at $412K in Q2 2021. 1,534 funds tracked by Wall St. Rank hold APD as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Air Products & Chemicals position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,431 Air Products & Chemicals shares in Q4 2021, an estimated $366K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Air Products & Chemicals position peaked at $412K in Q2 2021.
  • 1,534 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.