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Omnia Family Wealth’s Air Products & Chemicals APD Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-11
Closed -$2K – 130
2019
Q1 		$2K Hold
11
– – ﹤0.01% 440
2018
Q4 		$2K Sell
11
-71
-87% -$11.3K ﹤0.01% 389
2018
Q3 		$14K Hold
82
– – 0.01% 228
2018
Q2 		$13K Sell
82
-12
-13% -$1.96K 0.01% 230
2018
Q1 		$15K Sell
94
-66
-41% -$10.9K 0.01% 227
2017
Q4 		$26K Buy
160
+149
+1,355% +$23.7K 0.01% 204
2017
Q3 		$2K Sell
11
-22
-67% -$3.22K ﹤0.01% 429
2017
Q2 		$5K Sell
33
-62
-65% -$8.81K ﹤0.01% 378
2017
Q1 		$13K Buy
95
+62
+188% +$8.74K 0.01% 249
2016
Q4 		$5K Buy
+33
New +$4.62K ﹤0.01% 362

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Omnia Family Wealth's APD Position: Q2 2019 in Review

Omnia Family Wealth sold out of Air Products & Chemicals (APD) in Q2 2019, closing a stake of 11 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in APD in Q4 2016 and held it in 10 quarters. The position peaked at $26K in Q4 2017. 1,141 funds tracked by Wall St. Rank hold APD as of Q2 2019.

  • Omnia Family Wealth reported no remaining Air Products & Chemicals position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 11 Air Products & Chemicals shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Air Products & Chemicals in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Air Products & Chemicals position peaked at $26K in Q4 2017.
  • 1,141 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.