Sheets Smith Wealth Management’s Air Products & Chemicals APD Stock Holding History

Sheets Smith Wealth Management’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 Q4	–	Sell	-1,207	Closed	-$360K	–	334
2020 Q3	$360K	Buy	+1,207	New	+$347K	0.06%	219
2020 Q2	–	Sell	-2,534	Closed	-$506K	–	262
2020 Q1	$506K	Buy	2,534 +91	+4%	+$20.7K	0.11%	159
2019 Q4	$570K	Sell	2,443 -25	-1%	-$5.64K	0.11%	186
2019 Q3	$548K	Sell	2,468 -1,560	-39%	-$351K	0.11%	181
2019 Q2	$912K	Sell	4,028 -36	-0.9%	-$7.45K	0.19%	133
2019 Q1	$776K	Buy	+4,064	New	+$699K	0.17%	144

Other funds holding APD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's APD Position: Q4 2020 in Review

Sheets Smith Wealth Management sold out of Air Products & Chemicals (APD) in Q4 2020, closing a stake of 1,207 shares — an estimated $360K sold.

Sheets Smith Wealth Management first reported a position in APD in Q1 2019 and held it in 6 quarters. The position peaked at $912K in Q2 2019. 1,414 funds tracked by Wall St. Rank hold APD as of Q4 2020.

Sheets Smith Wealth Management reported no remaining Air Products & Chemicals position as of Q4 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,207 Air Products & Chemicals shares in Q4 2020, an estimated $360K.
Sheets Smith Wealth Management first reported a position in Air Products & Chemicals in Q1 2019 and held it in 6 quarters.
Sheets Smith Wealth Management's Air Products & Chemicals position peaked at $912K in Q2 2019.
1,414 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2020, filed 13 Jan 2021.