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Lake Point Wealth Management’s Air Products & Chemicals APD Stock Holding History

Lake Point Wealth 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
2019
Q1 		– Sell
-126
Closed -$20K – 673
2018
Q4 		$20K Buy
+126
New +$20K 0.01% 348

Other funds holding APD

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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

Lake Point Wealth Management's APD Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Air Products & Chemicals (APD) in Q1 2019, closing a stake of 126 shares — an estimated $20K sold.

Lake Point Wealth Management first reported a position in APD in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 1,108 funds tracked by Wall St. Rank hold APD as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Air Products & Chemicals position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 126 Air Products & Chemicals shares in Q1 2019, an estimated $20K.
  • Lake Point Wealth Management first reported a position in Air Products & Chemicals in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Air Products & Chemicals position peaked at $20K in Q4 2018.
  • 1,108 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.