NFG
APD icon

Next Financial Group’s Air Products & Chemicals APD Stock Holding History

Next Financial Group’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 		$211K Buy
693
+310
+81% +$91K 0.01% 874
2021
Q3 		$98K Sell
383
-1,286
-77% -$356K 0.01% 1116
2021
Q2 		$483K Buy
1,669
+65
+4% +$19.1K 0.04% 476
2021
Q1 		$453K Buy
1,604
+12
+0.8% +$3.26K 0.04% 460
2020
Q4 		$437K Sell
1,592
-447
-22% -$126K 0.04% 425
2020
Q3 		$610K Buy
2,039
+665
+48% +$191K 0.07% 290
2020
Q2 		$334K Sell
1,374
-356
-21% -$81.3K 0.04% 388
2020
Q1 		$347K Sell
1,730
-434
-20% -$98.9K 0.04% 359
2019
Q4 		$510K Buy
2,164
+625
+41% +$141K 0.05% 368
2019
Q3 		$343K Sell
1,539
-56
-4% -$12.6K 0.04% 455
2019
Q2 		$363K Sell
1,595
-138
-8% -$28.6K 0.04% 438
2019
Q1 		$333K Buy
1,733
+1,700
+5,152% +$293K 0.08% 232
2018
Q4 		$5K Hold
33
– – ﹤0.01% 1534
2018
Q3 		$6K Buy
+33
New +$5.37K ﹤0.01% 1116
2017
Q4 		– Sell
-154
Closed -$24K – 325
2017
Q3 		$24K Sell
154
-364
-70% -$53.3K 0.01% 908
2017
Q2 		$74K Hold
518
– – 0.02% 636
2017
Q1 		$73K Sell
518
-1,477
-74% -$208K 0.02% 588
2016
Q4 		$287K Sell
1,995
-355
-15% -$49.7K 0.05% 364
2016
Q3 		$327K Buy
2,350
+2,017
+606% +$280K 0.06% 333
2016
Q2 		$43K Hold
333
– – 0.01% 699
2016
Q1 		$44K Hold
333
– – 0.02% 660
2015
Q4 		$40K Sell
333
-5
-1% -$629 0.01% 681
2015
Q3 		$39K Hold
338
– – 0.01% 704
2015
Q2 		$42K Hold
338
– – 0.01% 728
2015
Q1 		$47K Hold
338
– – 0.02% 680
2014
Q4 		$45K Sell
338
-55
-14% -$6.96K 0.02% 691
2014
Q3 		$47K Sell
393
-1,733
-82% -$212K 0.01% 973
2014
Q2 		$261K Buy
+2,126
New +$237K 0.14% 129

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Financial Group's APD Position: Q4 2021 in Review

Next Financial Group increased its Air Products & Chemicals (APD) stake by 81% in Q4 2021, buying an estimated $91K and bringing the position to 693 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #874.

Next Financial Group first reported a position in APD in Q2 2014 and has held it in 28 quarters since. The position peaked at $610K in Q3 2020. 1,534 funds tracked by Wall St. Rank hold APD as of Q4 2021.

  • Next Financial Group held 693 shares of Air Products & Chemicals worth $211K as of Q4 2021.
  • Next Financial Group bought 310 Air Products & Chemicals shares in Q4 2021, an estimated $91K.
  • Air Products & Chemicals made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #874 holding.
  • Next Financial Group first reported a position in Air Products & Chemicals in Q2 2014 and has held it in 28 quarters since.
  • Next Financial Group's Air Products & Chemicals position peaked at $610K in Q3 2020.
  • 1,534 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.