RWB
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RMR Wealth Builders’s Air Products & Chemicals APD Stock Holding History

RMR Wealth Builders’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
2022
Q2 		– Sell
-997
Closed -$249K – 195
2022
Q1 		$249K Buy
+997
New +$256K 0.05% 175
2021
Q4 		– Sell
-996
Closed -$255K – 126
2021
Q3 		$255K Hold
996
– – 0.07% 157
2021
Q2 		$288K Sell
996
-7
-0.7% -$2.06K 0.09% 139
2021
Q1 		$282K Buy
1,003
+33
+3% +$8.97K 0.07% 141
2020
Q4 		$265K Sell
970
-43
-4% -$12.1K 0.13% 123
2020
Q3 		$302K Buy
1,013
+43
+4% +$12.4K 0.08% 154
2020
Q2 		$234K Buy
+970
New +$221K 0.21% 101
2019
Q4 		$228K Buy
+970
New +$219K 0.22% 102

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RMR Wealth Builders's APD Position: Q2 2022 in Review

RMR Wealth Builders sold out of Air Products & Chemicals (APD) in Q2 2022, closing a stake of 997 shares — an estimated $249K sold.

RMR Wealth Builders first reported a position in APD in Q4 2019 and held it in 8 quarters. The position peaked at $302K in Q3 2020. 1,464 funds tracked by Wall St. Rank hold APD as of Q2 2022.

  • RMR Wealth Builders reported no remaining Air Products & Chemicals position as of Q2 2022 after selling out during the quarter.
  • RMR Wealth Builders sold 997 Air Products & Chemicals shares in Q2 2022, an estimated $249K.
  • RMR Wealth Builders first reported a position in Air Products & Chemicals in Q4 2019 and held it in 8 quarters.
  • RMR Wealth Builders's Air Products & Chemicals position peaked at $302K in Q3 2020.
  • 1,464 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2022.

Based on RMR Wealth Builders's 13F filing for Q2 2022, filed 2 Aug 2022.