CSat Investment Advisory’s Air Products & Chemicals APD Stock Holding History

CSat Investment Advisory’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	$14K	Buy	50 +13	+35%	+$3.53K	0.01%	414
2020 Q4	$10K	Sell	37 -1,094	-97%	-$308K	0.01%	422
2020 Q3	$337K	Buy	1,131 +85	+8%	+$24.5K	0.03%	208
2020 Q2	$253K	Buy	1,046 +144	+16%	+$32.9K	0.03%	268
2020 Q1	$180K	Buy	902 +340	+60%	+$77.5K	0.04%	255
2019 Q4	$132K	Buy	562 +163	+41%	+$36.8K	0.03%	305
2019 Q3	$89K	Buy	399 +53	+15%	+$11.9K	0.03%	339
2019 Q2	$78K	Buy	346 +306	+765%	+$63.3K	0.03%	346
2019 Q1	$8K	Sell	40 -8	-17%	-$1.38K	﹤0.01%	460
2018 Q4	$8K	Buy	48 +12	+33%	+$1.9K	﹤0.01%	436
2018 Q3	$6K	Buy	36 +8	+29%	+$1.3K	﹤0.01%	439
2018 Q2	$4K	Buy	+28	New	+$4.58K	﹤0.01%	470

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's APD Position: Q1 2021 in Review

CSat Investment Advisory increased its Air Products & Chemicals (APD) stake by 35% in Q1 2021, buying an estimated $3.53K and bringing the position to 50 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #414.

CSat Investment Advisory first reported a position in APD in Q2 2018 and has held it in 12 quarters since. The position peaked at $337K in Q3 2020. 1,398 funds tracked by Wall St. Rank hold APD as of Q1 2021.

CSat Investment Advisory held 50 shares of Air Products & Chemicals worth $14K as of Q1 2021.
CSat Investment Advisory bought 13 Air Products & Chemicals shares in Q1 2021, an estimated $3.53K.
Air Products & Chemicals made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #414 holding.
CSat Investment Advisory first reported a position in Air Products & Chemicals in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Air Products & Chemicals position peaked at $337K in Q3 2020.
1,398 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.