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Transform Wealth’s Air Products & Chemicals APD Stock Holding History

Transform Wealth’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
2019
Q1 		– Sell
-9,809
Closed -$1.57M – 167
2018
Q4 		$1.57M Buy
9,809
+39
+0.4% +$6.18K 0.32% 93
2018
Q3 		$1.63M Buy
9,770
+485
+5% +$79K 0.28% 99
2018
Q2 		$1.45M Buy
9,285
+167
+2% +$27.3K 0.26% 110
2018
Q1 		$1.45M Buy
9,118
+377
+4% +$62.2K 0.28% 120
2017
Q4 		$1.43M Buy
8,741
+146
+2% +$23.3K 0.26% 123
2017
Q3 		$1.3M Sell
8,595
-39
-0.5% -$5.71K 0.45% 82
2017
Q2 		$1.24M Buy
8,634
+858
+11% +$122K 1.39% 28
2017
Q1 		$1.05M Buy
7,776
+964
+14% +$136K 0.39% 90
2016
Q4 		$980K Buy
6,812
+1,592
+30% +$223K 0.39% 88
2016
Q3 		$726K Hold
5,220
– – 0.31% 105
2016
Q2 		$686K Buy
+5,220
New +$695K 0.29% 112

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transform Wealth's APD Position: Q1 2019 in Review

Transform Wealth sold out of Air Products & Chemicals (APD) in Q1 2019, closing a stake of 9,809 shares — an estimated $1.57M sold.

Transform Wealth first reported a position in APD in Q2 2016 and held it in 11 quarters. The position peaked at $1.63M in Q3 2018. 1,108 funds tracked by Wall St. Rank hold APD as of Q1 2019.

  • Transform Wealth reported no remaining Air Products & Chemicals position as of Q1 2019 after selling out during the quarter.
  • Transform Wealth sold 9,809 Air Products & Chemicals shares in Q1 2019, an estimated $1.57M.
  • Transform Wealth first reported a position in Air Products & Chemicals in Q2 2016 and held it in 11 quarters.
  • Transform Wealth's Air Products & Chemicals position peaked at $1.63M in Q3 2018.
  • 1,108 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.