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

Clarus 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
2020 Q4	–	Sell	-1,087	Closed	-$322K	–	133
2020 Q3	$322K	Sell	1,087 -158	-13%	-$45.5K	0.25%	90
2020 Q2	$330K	Buy	1,245 +84	+7%	+$19.2K	0.28%	80
2020 Q1	$217K	Sell	1,161 -45	-4%	-$10.3K	0.22%	106
2019 Q4	$282K	Sell	1,206 -302	-20%	-$68.2K	0.19%	110
2019 Q3	$334K	Buy	1,508 +691	+85%	+$155K	0.24%	90
2019 Q2	$185K	Buy	817 +4	+0.5%	+$828	0.13%	124
2019 Q1	$155K	Buy	813 +5	+0.6%	+$861	0.12%	134
2018 Q4	$129K	Buy	808 +4	+0.5%	+$634	0.2%	131
2018 Q3	$134K	Sell	804 -225	-22%	-$36.6K	0.09%	177
2018 Q2	$164K	Buy	+1,029	New	+$168K	0.12%	140

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

Clarus Wealth Advisors's APD Position: Q4 2020 in Review

Clarus Wealth Advisors sold out of Air Products & Chemicals (APD) in Q4 2020, closing a stake of 1,087 shares — an estimated $322K sold.

Clarus Wealth Advisors first reported a position in APD in Q2 2018 and held it in 10 quarters. The position peaked at $334K in Q3 2019. 1,414 funds tracked by Wall St. Rank hold APD as of Q4 2020.

Clarus Wealth Advisors reported no remaining Air Products & Chemicals position as of Q4 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 1,087 Air Products & Chemicals shares in Q4 2020, an estimated $322K.
Clarus Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2018 and held it in 10 quarters.
Clarus Wealth Advisors's Air Products & Chemicals position peaked at $334K in Q3 2019.
1,414 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2020.

Based on Clarus Wealth Advisors's 13F filing for Q4 2020, filed 12 Jan 2021.