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TRUE Private Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

TRUE Private Wealth Advisors’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
2021
Q1 		– Sell
-62
Closed -$17K – 257
2020
Q4 		$17K Sell
62
-8
-11% -$2.25K ﹤0.01% 462
2020
Q3 		$20K Sell
70
-1,546
-96% -$445K ﹤0.01% 411
2020
Q2 		$392K Sell
1,616
-174
-10% -$39.7K 0.07% 130
2020
Q1 		$359K Sell
1,790
-1,271
-42% -$290K 0.08% 119
2019
Q4 		$722K Buy
3,061
+947
+45% +$214K 0.11% 106
2019
Q3 		$471K Buy
2,114
+130
+7% +$29.2K 0.08% 128
2019
Q2 		$451K Buy
1,984
+361
+22% +$74.7K 0.08% 128
2019
Q1 		$311K Sell
1,623
-3,247
-67% -$559K 0.06% 147
2018
Q4 		$784K Buy
4,870
+240
+5% +$38K 0.14% 103
2018
Q3 		$779K Sell
4,630
-50
-1% -$8.14K 0.11% 122
2018
Q2 		$733K Buy
4,680
+1,259
+37% +$206K 0.12% 117
2018
Q1 		$547K Buy
3,421
+78
+2% +$12.9K 0.09% 124
2017
Q4 		$551K Buy
3,343
+1,968
+143% +$313K 0.1% 119
2017
Q3 		$207K Buy
+1,375
New +$201K 0.05% 147

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's APD Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Air Products & Chemicals (APD) in Q1 2021, closing a stake of 62 shares — an estimated $17K sold.

TRUE Private Wealth Advisors first reported a position in APD in Q3 2017 and held it in 14 quarters. The position peaked at $784K in Q4 2018. 1,398 funds tracked by Wall St. Rank hold APD as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Air Products & Chemicals position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 62 Air Products & Chemicals shares in Q1 2021, an estimated $17K.
  • TRUE Private Wealth Advisors first reported a position in Air Products & Chemicals in Q3 2017 and held it in 14 quarters.
  • TRUE Private Wealth Advisors's Air Products & Chemicals position peaked at $784K in Q4 2018.
  • 1,398 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.