TrueWealth LLC’s Air Products & Chemicals APD Stock Holding History

TrueWealth LLC’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 Q2	$30K	Sell	125 -40	-24%	-$9.13K	0.01%	332
2020 Q1	$33K	Sell	165 -33	-17%	-$7.52K	0.02%	296
2019 Q4	$47K	Buy	198 +32	+19%	+$7.22K	0.02%	278
2019 Q3	$37K	Hold	166	–	–	0.02%	295
2019 Q2	$38K	Sell	166 -25	-13%	-$5.17K	0.02%	296
2019 Q1	$36K	Buy	191 +25	+15%	+$4.3K	0.02%	296
2018 Q4	$27K	Sell	166 -136	-45%	-$21.6K	0.01%	320
2018 Q3	$50K	Hold	302	–	–	0.02%	267
2018 Q2	$47K	Hold	302	–	–	0.02%	269
2018 Q1	$48K	Sell	302 -80	-21%	-$13.2K	0.02%	261
2017 Q4	$63K	Buy	+382	New	+$60.8K	0.03%	261

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TrueWealth LLC's APD Position: Q2 2020 in Review

TrueWealth LLC reduced its Air Products & Chemicals (APD) stake by 24% in Q2 2020, selling an estimated $9.13K and leaving 125 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #332.

TrueWealth LLC first reported a position in APD in Q4 2017 and has held it in 11 quarters since. The position peaked at $63K in Q4 2017. 1,248 funds tracked by Wall St. Rank hold APD as of Q2 2020.

TrueWealth LLC held 125 shares of Air Products & Chemicals worth $30K as of Q2 2020.
TrueWealth LLC sold 40 Air Products & Chemicals shares in Q2 2020, an estimated $9.13K.
Air Products & Chemicals made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #332 holding.
TrueWealth LLC first reported a position in Air Products & Chemicals in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Air Products & Chemicals position peaked at $63K in Q4 2017.
1,248 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.