Homrich & Berg’s Air Products & Chemicals APD Stock Holding History

Homrich & Berg’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	-828	Closed	-$238K	–	479
2021 Q2	$238K	Buy	+828	New	+$243K	0.01%	417

Other funds holding APD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Homrich & Berg's APD Position: Q3 2021 in Review

Homrich & Berg sold out of Air Products & Chemicals (APD) in Q3 2021, closing a stake of 828 shares — an estimated $238K sold.

Homrich & Berg first reported a position in APD in Q2 2021 and held it in 1 quarter. The position peaked at $238K in Q2 2021. 1,393 funds tracked by Wall St. Rank hold APD as of Q3 2021.

Homrich & Berg reported no remaining Air Products & Chemicals position as of Q3 2021 after selling out during the quarter.
Homrich & Berg sold 828 Air Products & Chemicals shares in Q3 2021, an estimated $238K.
Homrich & Berg first reported a position in Air Products & Chemicals in Q2 2021 and held it in 1 quarter.
Homrich & Berg's Air Products & Chemicals position peaked at $238K in Q2 2021.
1,393 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.