PAS
APD icon

Partnervest Advisory Services’s Air Products & Chemicals APD Stock Holding History

Partnervest Advisory Services’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
Q3 		$489K Buy
1,642
+584
+55% +$168K 0.16% 117
2020
Q2 		$255K Buy
+1,058
New +$242K 0.1% 167
2014
Q3 		– Sell
-349
Closed -$42K – 188
2014
Q2 		$42K Hold
349
– – 0.02% 393
2014
Q1 		$38K Buy
349
+54
+18% +$5.73K 0.02% 374
2013
Q4 		$31K Hold
295
– – 0.01% 394
2013
Q3 		$29K Sell
295
-175
-37% -$16.6K 0.01% 373
2013
Q2 		$40K Buy
+470
New +$39.5K 0.02% 276

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State Street
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Bank of America
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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 $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return