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Independence Advisors’s Air Products & Chemicals APD Stock Holding History

Independence Advisors’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
Q3 		$310K Sell
1,042
-100
-9% -$28.8K 0.07% 68
2020
Q2 		$276K Sell
1,142
-98
-8% -$22.4K 0.06% 72
2020
Q1 		$248K Buy
1,240
+10
+0.8% +$2.28K 0.07% 65
2019
Q4 		$289K Sell
1,230
-39
-3% -$8.8K 0.07% 71
2019
Q3 		$282K Hold
1,269
– – 0.07% 75
2019
Q2 		$287K Buy
1,269
+69
+6% +$14.3K 0.07% 73
2019
Q1 		$229K Buy
+1,200
New +$207K 0.06% 84
2018
Q4 		– Sell
-1,322
Closed -$221K – 89
2018
Q3 		$221K Buy
+1,322
New +$215K 0.07% 78

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independence Advisors's APD Position: Q3 2020 in Review

Independence Advisors reduced its Air Products & Chemicals (APD) stake by 8.8% in Q3 2020, selling an estimated $28.8K and leaving 1,042 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #68.

Independence Advisors first reported a position in APD in Q3 2018 and has held it in 8 quarters since. 1,335 funds tracked by Wall St. Rank hold APD as of Q3 2020.

  • Independence Advisors held 1,042 shares of Air Products & Chemicals worth $310K as of Q3 2020.
  • Independence Advisors sold 100 Air Products & Chemicals shares in Q3 2020, an estimated $28.8K.
  • Air Products & Chemicals made up 0.07% of Independence Advisors's portfolio in Q3 2020, its #68 holding.
  • Independence Advisors first reported a position in Air Products & Chemicals in Q3 2018 and has held it in 8 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.