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PagnatoKarp Partners’s Air Products & Chemicals APD Stock Holding History

PagnatoKarp Partners’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
Q2 		– Sell
-1,724
Closed -$347K – 12
2020
Q1 		$347K Sell
1,724
-10
-0.6% -$2.28K 0.09% 117
2019
Q4 		$410K Buy
1,734
+3
+0.2% +$677 0.07% 128
2019
Q3 		$386K Sell
1,731
-986
-36% -$222K 0.08% 130
2019
Q2 		$618K Sell
2,717
-553
-17% -$114K 0.13% 84
2019
Q1 		$628K Buy
3,270
+1,026
+46% +$177K 0.14% 81
2018
Q4 		$362K Sell
2,244
-722
-24% -$114K 0.08% 102
2018
Q3 		$499K Buy
2,966
+2
+0.1% +$326 0.15% 91
2018
Q2 		$465K Buy
+2,964
New +$485K 0.15% 85

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State Street
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Bank of America
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return