Squar Milner Financial Services’s Air Products & Chemicals APD Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-163	Closed	-$32K	–	239
2020 Q1	$32K	Hold	163	–	–	0.02%	401
2019 Q4	$38K	Buy	+163	New	+$36.8K	0.02%	434
2019 Q3	–	Sell	-131	Closed	-$30K	–	245
2019 Q2	$30K	Buy	131 +61	+87%	+$12.6K	0.02%	409
2019 Q1	$13K	Hold	70	–	–	0.01%	469
2018 Q4	$11K	Hold	70	–	–	0.01%	455
2018 Q3	$12K	Hold	70	–	–	0.01%	460
2018 Q2	$11K	Buy	+70	New	+$11.4K	0.01%	559

Other funds holding APD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Squar Milner Financial Services's APD Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Air Products & Chemicals (APD) in Q2 2020, closing a stake of 163 shares — an estimated $32K sold.

Squar Milner Financial Services first reported a position in APD in Q2 2018 and held it in 7 quarters. The position peaked at $38K in Q4 2019. 1,248 funds tracked by Wall St. Rank hold APD as of Q2 2020.

Squar Milner Financial Services reported no remaining Air Products & Chemicals position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 163 Air Products & Chemicals shares in Q2 2020, an estimated $32K.
Squar Milner Financial Services first reported a position in Air Products & Chemicals in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Air Products & Chemicals position peaked at $38K in Q4 2019.
1,248 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.