EWA
APD icon

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

Evolution 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
-168
Closed -$43K – 170
2021
Q3 		$43K Buy
168
+68
+68% +$18.8K 0.01% 231
2021
Q2 		$29K Hold
100
– – 0.01% 255
2021
Q1 		$28K Sell
100
-40
-29% -$10.9K 0.01% 253
2020
Q4 		$38K Buy
140
+27
+24% +$7.6K 0.01% 199
2020
Q3 		$34K Buy
113
+41
+57% +$11.8K 0.01% 214
2020
Q2 		$17K Buy
72
+40
+125% +$9.13K 0.01% 219
2020
Q1 		$6K Sell
32
-15
-32% -$3.42K ﹤0.01% 235
2019
Q4 		$11K Sell
47
-29
-38% -$6.54K ﹤0.01% 280
2019
Q3 		$17K Buy
76
+37
+95% +$8.32K 0.01% 115
2019
Q2 		$9K Buy
+39
New +$8.07K ﹤0.01% 180

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $501B AUM 22.01% 1-Year Est. Return