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Level Four Financial’s Air Products & Chemicals APD Stock Holding History

Level Four Financial’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 		$264K Sell
1,029
-7
-0.7% -$1.94K 0.12% 226
2021
Q2 		$298K Sell
1,036
-141
-12% -$41.4K 0.13% 220
2021
Q1 		$331K Buy
1,177
+40
+4% +$10.9K 0.15% 180
2020
Q4 		$311K Buy
+1,137
New +$320K 0.13% 204

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Level Four Financial's APD Position: Q3 2021 in Review

Level Four Financial reduced its Air Products & Chemicals (APD) stake by 0.68% in Q3 2021, selling an estimated $1.94K and leaving 1,029 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #226.

Level Four Financial first reported a position in APD in Q4 2020 and has held it in 4 quarters since. The position peaked at $331K in Q1 2021. 1,394 funds tracked by Wall St. Rank hold APD as of Q3 2021.

  • Level Four Financial held 1,029 shares of Air Products & Chemicals worth $264K as of Q3 2021.
  • Level Four Financial sold 7 Air Products & Chemicals shares in Q3 2021, an estimated $1.94K.
  • Air Products & Chemicals made up 0.12% of Level Four Financial's portfolio in Q3 2021, its #226 holding.
  • Level Four Financial first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 4 quarters since.
  • Level Four Financial's Air Products & Chemicals position peaked at $331K in Q1 2021.
  • 1,394 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.