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Safeguard Investment Advisory Group’s Air Products & Chemicals APD Stock Holding History

Safeguard Investment Advisory 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
Q1 		– Sell
-12
Closed -$3K – 111
2020
Q4 		$3K Buy
+12
New +$3.38K ﹤0.01% 577

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

Safeguard Investment Advisory Group's APD Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Air Products & Chemicals (APD) in Q1 2021, closing a stake of 12 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in APD in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 1,397 funds tracked by Wall St. Rank hold APD as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Air Products & Chemicals position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 12 Air Products & Chemicals shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in Air Products & Chemicals in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Air Products & Chemicals position peaked at $3K in Q4 2020.
  • 1,397 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.