VBFG
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Vishria Bird Financial Group’s Air Products & Chemicals APD Stock Holding History

Vishria Bird Financial Group’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
Q3 		– Sell
-14,517
Closed -$4.18M – 64
2021
Q2 		$4.18M Buy
14,517
+111
+0.8% +$32.6K 2.06% 21
2021
Q1 		$4.05M Buy
+14,406
New +$3.92M 2.24% 19

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vishria Bird Financial Group's APD Position: Q3 2021 in Review

Vishria Bird Financial Group sold out of Air Products & Chemicals (APD) in Q3 2021, closing a stake of 14,517 shares — an estimated $4.18M sold.

Vishria Bird Financial Group first reported a position in APD in Q1 2021 and held it in 2 quarters. The position peaked at $4.18M in Q2 2021. 1,393 funds tracked by Wall St. Rank hold APD as of Q3 2021.

  • Vishria Bird Financial Group reported no remaining Air Products & Chemicals position as of Q3 2021 after selling out during the quarter.
  • Vishria Bird Financial Group sold 14,517 Air Products & Chemicals shares in Q3 2021, an estimated $4.18M.
  • Vishria Bird Financial Group first reported a position in Air Products & Chemicals in Q1 2021 and held it in 2 quarters.
  • Vishria Bird Financial Group's Air Products & Chemicals position peaked at $4.18M in Q2 2021.
  • 1,393 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2021.

Based on Vishria Bird Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.