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USCA RIA’s Air Products & Chemicals APD Stock Holding History

USCA RIA’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
Q2 		$2.14M Buy
7,451
+725
+11% +$213K 0.13% 209
2021
Q1 		$1.89M Buy
6,726
+3,460
+106% +$941K 0.12% 215
2020
Q4 		$892K Buy
3,266
+521
+19% +$147K 0.06% 247
2020
Q3 		$818K Buy
+2,745
New +$790K 0.06% 228

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USCA RIA's APD Position: Q2 2021 in Review

USCA RIA increased its Air Products & Chemicals (APD) stake by 11% in Q2 2021, buying an estimated $213K and bringing the position to 7,451 shares worth $2.14M. The position accounts for 0.13% of the portfolio, ranked #209.

USCA RIA first reported a position in APD in Q3 2020 and has held it in 4 quarters since. 1,418 funds tracked by Wall St. Rank hold APD as of Q2 2021.

  • USCA RIA held 7,451 shares of Air Products & Chemicals worth $2.14M as of Q2 2021.
  • USCA RIA bought 725 Air Products & Chemicals shares in Q2 2021, an estimated $213K.
  • Air Products & Chemicals made up 0.13% of USCA RIA's portfolio in Q2 2021, its #209 holding.
  • USCA RIA first reported a position in Air Products & Chemicals in Q3 2020 and has held it in 4 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.