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

HighMark 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
Q3 		– Sell
-19
Closed -$5K – 496
2021
Q2 		$5K Sell
19
-10
-34% -$2.94K ﹤0.01% 350
2021
Q1 		$8K Sell
29
-5
-15% -$1.36K 0.01% 261
2020
Q4 		$9K Hold
34
– – 0.01% 242
2020
Q3 		$10K Hold
34
– – 0.01% 220
2020
Q2 		$8K Hold
34
– – 0.01% 231
2020
Q1 		$6K Sell
34
-23
-40% -$5.24K 0.01% 199
2019
Q4 		$13K Buy
+57
New +$12.9K 0.01% 169

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
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

HighMark Wealth Management's APD Position: Q3 2021 in Review

HighMark Wealth Management sold out of Air Products & Chemicals (APD) in Q3 2021, closing a stake of 19 shares — an estimated $5K sold.

HighMark Wealth Management first reported a position in APD in Q4 2019 and held it in 7 quarters. The position peaked at $13K in Q4 2019. 1,394 funds tracked by Wall St. Rank hold APD as of Q3 2021.

  • HighMark Wealth Management reported no remaining Air Products & Chemicals position as of Q3 2021 after selling out during the quarter.
  • HighMark Wealth Management sold 19 Air Products & Chemicals shares in Q3 2021, an estimated $5K.
  • HighMark Wealth Management first reported a position in Air Products & Chemicals in Q4 2019 and held it in 7 quarters.
  • HighMark Wealth Management's Air Products & Chemicals position peaked at $13K in Q4 2019.
  • 1,394 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2021.

Based on HighMark Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.