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Fermata Advisors’s Air Products & Chemicals APD Stock Holding History

Fermata 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
2022
Q2 		– Sell
-835
Closed -$210K – 161
2022
Q1 		$210K Sell
835
-60
-7% -$15.4K 0.08% 172
2021
Q4 		$273K Sell
895
-94
-10% -$27.6K 0.1% 140
2021
Q3 		$254K Sell
989
-33
-3% -$9.13K 0.11% 143
2021
Q2 		$295K Buy
+1,022
New +$300K 0.17% 104

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fermata Advisors's APD Position: Q2 2022 in Review

Fermata Advisors sold out of Air Products & Chemicals (APD) in Q2 2022, closing a stake of 835 shares — an estimated $210K sold.

Fermata Advisors first reported a position in APD in Q2 2021 and held it in 4 quarters. The position peaked at $295K in Q2 2021. 1,464 funds tracked by Wall St. Rank hold APD as of Q2 2022.

  • Fermata Advisors reported no remaining Air Products & Chemicals position as of Q2 2022 after selling out during the quarter.
  • Fermata Advisors sold 835 Air Products & Chemicals shares in Q2 2022, an estimated $210K.
  • Fermata Advisors first reported a position in Air Products & Chemicals in Q2 2021 and held it in 4 quarters.
  • Fermata Advisors's Air Products & Chemicals position peaked at $295K in Q2 2021.
  • 1,464 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2022.

Based on Fermata Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.