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MPS Loria Financial Planners’s Air Products & Chemicals APD Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-269
Closed -$75K – 121
2021
Q1 		$75K Hold
269
– – 0.03% 133
2020
Q4 		$72K Buy
269
+187
+228% +$52.7K 0.03% 137
2020
Q3 		$25K Hold
82
– – 0.01% 183
2020
Q2 		$20K Buy
+82
New +$18.7K 0.01% 199
2017
Q3 		– Sell
-77
Closed -$11K – 90
2017
Q2 		$11K Buy
+77
New +$10.9K 0.01% 287

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPS Loria Financial Planners's APD Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Air Products & Chemicals (APD) in Q2 2021, closing a stake of 269 shares — an estimated $75K sold.

MPS Loria Financial Planners first reported a position in APD in Q2 2017 and held it in 5 quarters. The position peaked at $75K in Q1 2021. 1,421 funds tracked by Wall St. Rank hold APD as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Air Products & Chemicals position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 269 Air Products & Chemicals shares in Q2 2021, an estimated $75K.
  • MPS Loria Financial Planners first reported a position in Air Products & Chemicals in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Air Products & Chemicals position peaked at $75K in Q1 2021.
  • 1,421 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.