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

Liberty 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
2021 Q4	–	Sell	-102	Closed	-$27K	–	215
2021 Q3	$27K	Buy	102 +5	+5%	+$1.38K	0.01%	575
2021 Q2	$28K	Sell	97 -6	-6%	-$1.76K	0.01%	430
2021 Q1	$28K	Buy	103 +2	+2%	+$544	0.01%	397
2020 Q4	$27K	Buy	101 +10	+11%	+$2.82K	0.01%	402
2020 Q3	$27K	Buy	91 +1	+1%	+$288	0.02%	347
2020 Q2	$22K	Hold	90	–	–	0.02%	366
2020 Q1	$18K	Sell	90 -34	-27%	-$7.75K	0.02%	369
2019 Q4	$29K	Buy	124 +28	+29%	+$6.32K	0.02%	347
2019 Q3	$21K	Buy	96 +78	+433%	+$17.5K	0.02%	388
2019 Q2	$4K	Hold	18	–	–	﹤0.01%	684
2019 Q1	$3K	Sell	18 -15	-45%	-$2.58K	﹤0.01%	580
2018 Q4	$5K	Buy	+33	New	+$5.23K	﹤0.01%	538

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Liberty Wealth Management's APD Position: Q4 2021 in Review

Liberty Wealth Management sold out of Air Products & Chemicals (APD) in Q4 2021, closing a stake of 102 shares — an estimated $27K sold.

Liberty Wealth Management first reported a position in APD in Q4 2018 and held it in 12 quarters. The position peaked at $29K in Q4 2019. 1,533 funds tracked by Wall St. Rank hold APD as of Q4 2021.

Liberty Wealth Management reported no remaining Air Products & Chemicals position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 102 Air Products & Chemicals shares in Q4 2021, an estimated $27K.
Liberty Wealth Management first reported a position in Air Products & Chemicals in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Air Products & Chemicals position peaked at $29K in Q4 2019.
1,533 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.