Sonora Investment Management’s Air Products & Chemicals APD Stock Holding History

Sonora Investment 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
2021 Q3	$17K	Hold	66	–	–	﹤0.01%	661
2021 Q2	$19K	Hold	66	–	–	﹤0.01%	579
2021 Q1	$19K	Buy	66 +10	+18%	+$2.72K	﹤0.01%	1006
2020 Q4	$15K	Sell	56 -5	-8%	-$1.41K	﹤0.01%	1028
2020 Q3	$18K	Hold	61	–	–	﹤0.01%	943
2020 Q2	$15K	Sell	61 -100	-62%	-$22.8K	﹤0.01%	898
2020 Q1	$32K	Buy	161 +37	+30%	+$8.43K	﹤0.01%	595
2019 Q4	$29K	Buy	+124	New	+$28K	﹤0.01%	689
2015 Q4	–	Sell	-49	Closed	-$6K	–	801
2015 Q3	$6K	Buy	+49	New	+$6.24K	﹤0.01%	626

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Sonora Investment Management's APD Position: Q3 2021 in Review

Sonora Investment Management held its Air Products & Chemicals (APD) position steady in Q3 2021 at 66 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Sonora Investment Management first reported a position in APD in Q3 2015 and has held it in 9 quarters since. The position peaked at $32K in Q1 2020. 1,393 funds tracked by Wall St. Rank hold APD as of Q3 2021.

Sonora Investment Management held 66 shares of Air Products & Chemicals worth $17K as of Q3 2021.
Sonora Investment Management left its Air Products & Chemicals share count unchanged in Q3 2021.
Air Products & Chemicals made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #661 holding.
Sonora Investment Management first reported a position in Air Products & Chemicals in Q3 2015 and has held it in 9 quarters since.
Sonora Investment Management's Air Products & Chemicals position peaked at $32K in Q1 2020.
1,393 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.