Harvest Group Wealth Management’s Air Products & Chemicals APD Stock Holding History

Harvest Group Wealth Management’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	-267	Closed	-$73K	–	75
2020 Q4	$73K	Buy	267 +45	+20%	+$12.7K	0.04%	82
2020 Q3	$66K	Hold	222	–	–	0.05%	78
2020 Q2	$53K	Hold	222	–	–	0.04%	77
2020 Q1	$44K	Buy	222 +108	+95%	+$24.6K	0.04%	81
2019 Q4	$26K	Hold	114	–	–	0.02%	131
2019 Q3	$25K	Hold	114	–	–	0.03%	133
2019 Q2	$25K	Hold	114	–	–	0.03%	125
2019 Q1	$22K	Buy	+114	New	+$19.6K	0.02%	147

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's APD Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2021, closing a stake of 267 shares — an estimated $73K sold.

Harvest Group Wealth Management first reported a position in APD in Q1 2019 and held it in 8 quarters. The position peaked at $73K in Q4 2020. 1,398 funds tracked by Wall St. Rank hold APD as of Q1 2021.

Harvest Group Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 267 Air Products & Chemicals shares in Q1 2021, an estimated $73K.
Harvest Group Wealth Management first reported a position in Air Products & Chemicals in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Air Products & Chemicals position peaked at $73K in Q4 2020.
1,398 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.