Kings Point Capital Management’s Air Products & Chemicals APD Stock Holding History

Kings Point Capital 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
2022 Q1	$42K	Sell	170 -56	-25%	-$14.4K	﹤0.01%	370
2021 Q4	$69K	Buy	226 +176	+352%	+$51.7K	0.01%	344
2021 Q3	$13K	Hold	50	–	–	﹤0.01%	533
2021 Q2	$14K	Buy	+50	New	+$14.7K	﹤0.01%	503
2020 Q2	–	Sell	-150	Closed	-$30K	–	443
2020 Q1	$30K	Buy	150 +96	+178%	+$21.9K	0.01%	327
2019 Q4	$13K	Hold	54	–	–	﹤0.01%	464
2019 Q3	$12K	Hold	54	–	–	﹤0.01%	456
2019 Q2	$12K	Buy	+54	New	+$11.2K	﹤0.01%	399

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kings Point Capital Management's APD Position: Q1 2022 in Review

Kings Point Capital Management reduced its Air Products & Chemicals (APD) stake by 25% in Q1 2022, selling an estimated $14.4K and leaving 170 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Kings Point Capital Management first reported a position in APD in Q2 2019 and has held it in 8 quarters since. The position peaked at $69K in Q4 2021. 1,482 funds tracked by Wall St. Rank hold APD as of Q1 2022.

Kings Point Capital Management held 170 shares of Air Products & Chemicals worth $42K as of Q1 2022.
Kings Point Capital Management sold 56 Air Products & Chemicals shares in Q1 2022, an estimated $14.4K.
Air Products & Chemicals made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #370 holding.
Kings Point Capital Management first reported a position in Air Products & Chemicals in Q2 2019 and has held it in 8 quarters since.
Kings Point Capital Management's Air Products & Chemicals position peaked at $69K in Q4 2021.
1,482 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.