Stonebridge Financial Planning Group’s Air Products & Chemicals APD Stock Holding History

Stonebridge Financial Planning Group’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
2022 Q1	–	Sell	-150	Closed	-$42K	–	129
2021 Q4	$42K	Hold	150	–	–	0.02%	226
2021 Q3	$45K	Hold	150	–	–	0.02%	228
2021 Q2	$44K	Hold	150	–	–	0.02%	221
2021 Q1	$42K	Hold	150	–	–	0.02%	227
2020 Q4	$41K	Hold	150	–	–	0.03%	212
2020 Q3	$45K	Hold	150	–	–	0.03%	199
2020 Q2	$37K	Hold	150	–	–	0.03%	200
2020 Q1	$32K	Buy	+150	New	+$34.2K	0.03%	202

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

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

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

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

Stonebridge Financial Planning Group's APD Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Air Products & Chemicals (APD) in Q1 2022, closing a stake of 150 shares — an estimated $42K sold.

Stonebridge Financial Planning Group first reported a position in APD in Q1 2020 and held it in 8 quarters. The position peaked at $45K in Q3 2021. 1,481 funds tracked by Wall St. Rank hold APD as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Air Products & Chemicals position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 150 Air Products & Chemicals shares in Q1 2022, an estimated $42K.
Stonebridge Financial Planning Group first reported a position in Air Products & Chemicals in Q1 2020 and held it in 8 quarters.
Stonebridge Financial Planning Group's Air Products & Chemicals position peaked at $45K in Q3 2021.
1,481 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.