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Global Wealth Management Investment Advisory’s Air Products & Chemicals APD Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q4 		– Sell
-5
Closed -$1K – 598
2019
Q3 		$1K Hold
5
– – ﹤0.01% 550
2019
Q2 		$1K Hold
5
– – ﹤0.01% 610
2019
Q1 		$1K Hold
5
– – ﹤0.01% 590
2018
Q4 		$1K Buy
+5
New +$793 ﹤0.01% 619

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Global Wealth Management Investment Advisory's APD Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Air Products & Chemicals (APD) in Q4 2019, closing a stake of 5 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in APD in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 1,259 funds tracked by Wall St. Rank hold APD as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Air Products & Chemicals position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 5 Air Products & Chemicals shares in Q4 2019, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Air Products & Chemicals in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Air Products & Chemicals position peaked at $1K in Q3 2019.
  • 1,259 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.