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Sound View Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$536K Sell
2,807
-390
-12% -$67.1K 0.17% 136
2018
Q4 		$512K Buy
+3,197
New +$507K 0.19% 125

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sound View Wealth Advisors's APD Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 12% in Q1 2019, selling an estimated $67.1K and leaving 2,807 shares worth $536K. The position accounts for 0.17% of the portfolio, ranked #136.

Sound View Wealth Advisors first reported a position in APD in Q4 2018 and has held it in 2 quarters since. 1,108 funds tracked by Wall St. Rank hold APD as of Q1 2019.

  • Sound View Wealth Advisors held 2,807 shares of Air Products & Chemicals worth $536K as of Q1 2019.
  • Sound View Wealth Advisors sold 390 Air Products & Chemicals shares in Q1 2019, an estimated $67.1K.
  • Air Products & Chemicals made up 0.17% of Sound View Wealth Advisors's portfolio in Q1 2019, its #136 holding.
  • Sound View Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2018 and has held it in 2 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.