Curtis Advisory Group’s Air Products & Chemicals APD Stock Holding History

Curtis Advisory Group’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 Q2	–	Sell	-900	Closed	-$253K	–	74
2021 Q1	$253K	Sell	900 -400	-31%	-$109K	0.11%	61
2020 Q4	$355K	Hold	1,300	–	–	0.17%	48
2020 Q3	$387K	Hold	1,300	–	–	0.23%	43
2020 Q2	$314K	Hold	1,300	–	–	0.23%	42
2020 Q1	$259K	Hold	1,300	–	–	0.17%	43
2019 Q4	$305K	Buy	+1,300	New	+$293K	0.18%	44

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Curtis Advisory Group's APD Position: Q2 2021 in Review

Curtis Advisory Group sold out of Air Products & Chemicals (APD) in Q2 2021, closing a stake of 900 shares — an estimated $253K sold.

Curtis Advisory Group first reported a position in APD in Q4 2019 and held it in 6 quarters. The position peaked at $387K in Q3 2020. 1,421 funds tracked by Wall St. Rank hold APD as of Q2 2021.

Curtis Advisory Group reported no remaining Air Products & Chemicals position as of Q2 2021 after selling out during the quarter.
Curtis Advisory Group sold 900 Air Products & Chemicals shares in Q2 2021, an estimated $253K.
Curtis Advisory Group first reported a position in Air Products & Chemicals in Q4 2019 and held it in 6 quarters.
Curtis Advisory Group's Air Products & Chemicals position peaked at $387K in Q3 2020.
1,421 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2021.

Based on Curtis Advisory Group's 13F filing for Q2 2021, filed 27 Jul 2021.