THWM
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Taylor Hoffman Wealth Management’s Air Products & Chemicals APD Stock Holding History

Taylor Hoffman 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
Q3 		– Sell
-555
Closed -$134K – 125
2020
Q2 		$134K Buy
+555
New +$127K 0.08% 135
2020
Q1 		– Sell
-555
Closed -$130K – 122
2019
Q4 		$130K Hold
555
– – 0.08% 141
2019
Q3 		$123K Sell
555
-45
-8% -$10.1K 0.09% 142
2019
Q2 		$136K Hold
600
– – 0.11% 134
2019
Q1 		$115K Hold
600
– – 0.09% 137
2018
Q4 		$96K Hold
600
– – 0.09% 128
2018
Q3 		$100K Hold
600
– – 0.08% 134
2018
Q2 		$93K Hold
600
– – 0.08% 131
2018
Q1 		$95K Hold
600
– – 0.09% 132
2017
Q4 		$98K Buy
+600
New +$95.5K 0.09% 127

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return