SSWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $501B AUM 22.01% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return