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Cypress Point Wealth Management’s Air Products & Chemicals APD Stock Holding History

Cypress Point Wealth Management’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 		– Sell
-1,075
Closed -$294K – 115
2020
Q4 		$294K Buy
+1,075
New +$303K 0.45% 68

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Bank of America
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Capital International Investors
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cypress Point Wealth Management's APD Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2021, closing a stake of 1,075 shares — an estimated $294K sold.

Cypress Point Wealth Management first reported a position in APD in Q4 2020 and held it in 1 quarter. The position peaked at $294K in Q4 2020. 1,398 funds tracked by Wall St. Rank hold APD as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 1,075 Air Products & Chemicals shares in Q1 2021, an estimated $294K.
  • Cypress Point Wealth Management first reported a position in Air Products & Chemicals in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Air Products & Chemicals position peaked at $294K in Q4 2020.
  • 1,398 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.