FC
APD icon

Forte Capital’s Air Products & Chemicals APD Stock Holding History

Forte Capital’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
2020
Q4 		– Sell
-797
Closed -$237K – 196
2020
Q3 		$237K Sell
797
-346
-30% -$99.5K 0.04% 167
2020
Q2 		$276K Buy
+1,143
New +$261K 0.06% 150

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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

Forte Capital's APD Position: Q4 2020 in Review

Forte Capital sold out of Air Products & Chemicals (APD) in Q4 2020, closing a stake of 797 shares — an estimated $237K sold.

Forte Capital first reported a position in APD in Q2 2020 and held it in 2 quarters. The position peaked at $276K in Q2 2020. 1,414 funds tracked by Wall St. Rank hold APD as of Q4 2020.

  • Forte Capital reported no remaining Air Products & Chemicals position as of Q4 2020 after selling out during the quarter.
  • Forte Capital sold 797 Air Products & Chemicals shares in Q4 2020, an estimated $237K.
  • Forte Capital first reported a position in Air Products & Chemicals in Q2 2020 and held it in 2 quarters.
  • Forte Capital's Air Products & Chemicals position peaked at $276K in Q2 2020.
  • 1,414 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2020.

Based on Forte Capital's 13F filing for Q4 2020, filed 19 Jan 2021.