Outlook Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Outlook Wealth Advisors’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 Q1	–	Sell	-1,548	Closed	-$423K	–	190
2020 Q4	$423K	Buy	1,548 +56	+4%	+$15.8K	0.15%	142
2020 Q3	$445K	Buy	1,492 +56	+4%	+$16.1K	0.18%	121
2020 Q2	$347K	Buy	1,436 +64	+5%	+$14.6K	0.15%	134
2020 Q1	$274K	Buy	1,372 +64	+5%	+$14.6K	0.15%	131
2019 Q4	$307K	Sell	1,308 -103	-7%	-$23.2K	0.17%	118
2019 Q3	$313K	Buy	1,411 +23	+2%	+$5.17K	0.19%	127
2019 Q2	$314K	Buy	1,388 +84	+6%	+$17.4K	0.21%	124
2019 Q1	$249K	Sell	1,304 -1,096	-46%	-$189K	0.21%	127
2018 Q4	$384K	Buy	+2,400	New	+$380K	0.18%	128

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Outlook Wealth Advisors's APD Position: Q1 2021 in Review

Outlook Wealth Advisors sold out of Air Products & Chemicals (APD) in Q1 2021, closing a stake of 1,548 shares — an estimated $423K sold.

Outlook Wealth Advisors first reported a position in APD in Q4 2018 and held it in 9 quarters. The position peaked at $445K in Q3 2020. 1,398 funds tracked by Wall St. Rank hold APD as of Q1 2021.

Outlook Wealth Advisors reported no remaining Air Products & Chemicals position as of Q1 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 1,548 Air Products & Chemicals shares in Q1 2021, an estimated $423K.
Outlook Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2018 and held it in 9 quarters.
Outlook Wealth Advisors's Air Products & Chemicals position peaked at $445K in Q3 2020.
1,398 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2021.

Based on Outlook Wealth Advisors's 13F filing for Q1 2021, filed 4 May 2021.