Regal Wealth Group’s Air Products & Chemicals APD Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-175	Closed	-$49K	–	61
2021 Q1	$49K	Hold	175	–	–	0.03%	99
2020 Q4	$48K	Hold	175	–	–	0.03%	97
2020 Q3	$52K	Hold	175	–	–	0.04%	81
2020 Q2	$42K	Hold	175	–	–	0.03%	88
2020 Q1	$35K	Hold	175	–	–	0.03%	82
2019 Q4	$41K	Hold	175	–	–	0.03%	89
2019 Q3	$39K	Hold	175	–	–	0.03%	83
2019 Q2	$40K	Sell	175 -72	-29%	-$14.9K	0.03%	81
2019 Q1	$47K	Sell	247 -84	-25%	-$14.5K	0.03%	75
2018 Q4	$53K	Hold	331	–	–	0.05%	69
2018 Q3	$55K	Hold	331	–	–	0.04%	74
2018 Q2	$52K	Hold	331	–	–	0.06%	75
2018 Q1	$53K	Sell	331 -63	-16%	-$10.4K	0.04%	70
2017 Q4	$65K	Hold	394	–	–	0.05%	67
2017 Q3	$60K	Sell	394 -91	-19%	-$13.3K	0.04%	67
2017 Q2	$69K	Hold	485	–	–	0.05%	64
2017 Q1	$66K	Hold	485	–	–	0.05%	66
2016 Q4	$70K	Sell	485 -39	-7%	-$5.46K	0.06%	61
2016 Q3	$73K	Hold	524	–	–	0.07%	53
2016 Q2	$69K	Hold	524	–	–	0.07%	55
2016 Q1	$70K	Sell	524 -341	-39%	-$41.2K	0.07%	55
2015 Q4	$104K	Buy	+865	New	+$109K	0.1%	45

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regal Wealth Group's APD Position: Q2 2021 in Review

Regal Wealth Group sold out of Air Products & Chemicals (APD) in Q2 2021, closing a stake of 175 shares — an estimated $49K sold.

Regal Wealth Group first reported a position in APD in Q4 2015 and held it in 22 quarters. The position peaked at $104K in Q4 2015. 1,419 funds tracked by Wall St. Rank hold APD as of Q2 2021.

Regal Wealth Group reported no remaining Air Products & Chemicals position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 175 Air Products & Chemicals shares in Q2 2021, an estimated $49K.
Regal Wealth Group first reported a position in Air Products & Chemicals in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's Air Products & Chemicals position peaked at $104K in Q4 2015.
1,419 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.