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 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Taylor Hoffman Wealth Management's APD Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Air Products & Chemicals (APD) in Q3 2020, closing a stake of 555 shares — an estimated $134K sold.

Taylor Hoffman Wealth Management first reported a position in APD in Q4 2017 and held it in 10 quarters. The position peaked at $136K in Q2 2019. 1,335 funds tracked by Wall St. Rank hold APD as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Air Products & Chemicals position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 555 Air Products & Chemicals shares in Q3 2020, an estimated $134K.
Taylor Hoffman Wealth Management first reported a position in Air Products & Chemicals in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Air Products & Chemicals position peaked at $136K in Q2 2019.
1,335 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.