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

Paces Ferry 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
2020
Q4 		– Sell
-199
Closed -$59K – 171
2020
Q3 		$59K Buy
+199
New +$57.2K 0.05% 211

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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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Paces Ferry Wealth Advisors's APD Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Air Products & Chemicals (APD) in Q4 2020, closing a stake of 199 shares — an estimated $59K sold.

Paces Ferry Wealth Advisors first reported a position in APD in Q3 2020 and held it in 1 quarter. The position peaked at $59K in Q3 2020. 1,412 funds tracked by Wall St. Rank hold APD as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Air Products & Chemicals position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 199 Air Products & Chemicals shares in Q4 2020, an estimated $59K.
  • Paces Ferry Wealth Advisors first reported a position in Air Products & Chemicals in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Air Products & Chemicals position peaked at $59K in Q3 2020.
  • 1,412 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.