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FormulaFolio Investments’s Air Products & Chemicals APD Stock Holding History

FormulaFolio Investments’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
-3,394
Closed -$927K – 483
2020
Q4 		$927K Buy
+3,394
New +$956K 0.02% 331

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's APD Position: Q1 2021 in Review

FormulaFolio Investments sold out of Air Products & Chemicals (APD) in Q1 2021, closing a stake of 3,394 shares — an estimated $927K sold.

FormulaFolio Investments first reported a position in APD in Q4 2020 and held it in 1 quarter. The position peaked at $927K in Q4 2020. 1,397 funds tracked by Wall St. Rank hold APD as of Q1 2021.

  • FormulaFolio Investments reported no remaining Air Products & Chemicals position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 3,394 Air Products & Chemicals shares in Q1 2021, an estimated $927K.
  • FormulaFolio Investments first reported a position in Air Products & Chemicals in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Air Products & Chemicals position peaked at $927K in Q4 2020.
  • 1,397 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.