OWA
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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 Buy
1,304
+1,064
+443% +$183K 0.21% 127
2018
Q4 		$384K Buy
+240
New +$38K 0.18% 128

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return