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Holistic Financial Partners’s Air Products & Chemicals APD Stock Holding History

Holistic Financial Partners’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
-867
Closed -$259K – 118
2020
Q3 		$259K Buy
+867
New +$249K 0.21% 66

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Holistic Financial Partners's APD Position: Q4 2020 in Review

Holistic Financial Partners sold out of Air Products & Chemicals (APD) in Q4 2020, closing a stake of 867 shares — an estimated $259K sold.

Holistic Financial Partners first reported a position in APD in Q3 2020 and held it in 1 quarter. The position peaked at $259K in Q3 2020. 1,412 funds tracked by Wall St. Rank hold APD as of Q4 2020.

  • Holistic Financial Partners reported no remaining Air Products & Chemicals position as of Q4 2020 after selling out during the quarter.
  • Holistic Financial Partners sold 867 Air Products & Chemicals shares in Q4 2020, an estimated $259K.
  • Holistic Financial Partners first reported a position in Air Products & Chemicals in Q3 2020 and held it in 1 quarter.
  • Holistic Financial Partners's Air Products & Chemicals position peaked at $259K in Q3 2020.
  • 1,412 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2020.

Based on Holistic Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.