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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 $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evolution Wealth Advisors's APD Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Air Products & Chemicals (APD) in Q4 2021, closing a stake of 168 shares — an estimated $43K sold.

Evolution Wealth Advisors first reported a position in APD in Q2 2019 and held it in 10 quarters. The position peaked at $43K in Q3 2021. 1,533 funds tracked by Wall St. Rank hold APD as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Air Products & Chemicals position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 168 Air Products & Chemicals shares in Q4 2021, an estimated $43K.
  • Evolution Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Air Products & Chemicals position peaked at $43K in Q3 2021.
  • 1,533 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.