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

Fortis 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
Q3 		– Sell
-25
Closed -$7K – 246
2021
Q2 		$7K Hold
25
– – ﹤0.01% 233
2021
Q1 		$7K Hold
25
– – 0.01% 202
2020
Q4 		$7K Buy
+25
New +$7.04K 0.01% 153

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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

Fortis Advisors's APD Position: Q3 2021 in Review

Fortis Advisors sold out of Air Products & Chemicals (APD) in Q3 2021, closing a stake of 25 shares — an estimated $7K sold.

Fortis Advisors first reported a position in APD in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 1,394 funds tracked by Wall St. Rank hold APD as of Q3 2021.

  • Fortis Advisors reported no remaining Air Products & Chemicals position as of Q3 2021 after selling out during the quarter.
  • Fortis Advisors sold 25 Air Products & Chemicals shares in Q3 2021, an estimated $7K.
  • Fortis Advisors first reported a position in Air Products & Chemicals in Q4 2020 and held it in 3 quarters.
  • Fortis Advisors's Air Products & Chemicals position peaked at $7K in Q2 2021.
  • 1,394 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2021.

Based on Fortis Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.