SVA Wealth Management’s Air Products & Chemicals APD Stock Holding History

SVA 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	$2.26M	Buy	8,259 +1,465	+22%	+$413K	0.2%	90
2020 Q3	$2.02M	Buy	6,794 +541	+9%	+$156K	0.2%	94
2020 Q2	$1.51M	Buy	6,253 +470	+8%	+$107K	0.16%	105
2020 Q1	$1.15M	Buy	+5,783	New	+$1.32M	0.13%	113
2015 Q3	–	Sell	-9,554	Closed	-$1.21M	–	204
2015 Q2	$1.21M	Buy	9,554 +443	+5%	+$60.4K	0.22%	105
2015 Q1	$1.27M	Buy	9,111 +3,079	+51%	+$426K	0.23%	101
2014 Q4	$805K	Buy	6,032 +560	+10%	+$70.8K	0.29%	79
2014 Q3	$659K	Buy	5,472 +11	+0.2%	+$1.34K	0.28%	86
2014 Q2	$650K	Buy	5,461 +798	+17%	+$89K	0.28%	81
2014 Q1	$514K	Buy	4,663 +935	+25%	+$99.2K	0.24%	96
2013 Q4	$386K	Buy	+3,728	New	+$376K	0.23%	98

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

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

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

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

SVA Wealth Management's APD Position: Q4 2020 in Review

SVA Wealth Management increased its Air Products & Chemicals (APD) stake by 22% in Q4 2020, buying an estimated $413K and bringing the position to 8,259 shares worth $2.26M. The position accounts for 0.2% of the portfolio, ranked #90.

SVA Wealth Management first reported a position in APD in Q4 2013 and has held it in 11 quarters since. 1,412 funds tracked by Wall St. Rank hold APD as of Q4 2020.

SVA Wealth Management held 8,259 shares of Air Products & Chemicals worth $2.26M as of Q4 2020.
SVA Wealth Management bought 1,465 Air Products & Chemicals shares in Q4 2020, an estimated $413K.
Air Products & Chemicals made up 0.2% of SVA Wealth Management's portfolio in Q4 2020, its #90 holding.
SVA Wealth Management first reported a position in Air Products & Chemicals in Q4 2013 and has held it in 11 quarters since.
1,412 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.