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

JOYN 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
2019
Q1 		– Sell
-472
Closed -$76K – 194
2018
Q4 		$76K Buy
472
+342
+263% +$54.2K 0.02% 240
2018
Q3 		$22K Buy
130
+51
+65% +$8.3K ﹤0.01% 649
2018
Q2 		$12K Buy
+79
New +$12.9K ﹤0.01% 825

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JOYN Advisors's APD Position: Q1 2019 in Review

JOYN Advisors sold out of Air Products & Chemicals (APD) in Q1 2019, closing a stake of 472 shares — an estimated $76K sold.

JOYN Advisors first reported a position in APD in Q2 2018 and held it in 3 quarters. The position peaked at $76K in Q4 2018. 1,108 funds tracked by Wall St. Rank hold APD as of Q1 2019.

  • JOYN Advisors reported no remaining Air Products & Chemicals position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 472 Air Products & Chemicals shares in Q1 2019, an estimated $76K.
  • JOYN Advisors first reported a position in Air Products & Chemicals in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Air Products & Chemicals position peaked at $76K in Q4 2018.
  • 1,108 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.