WLPWM
APD icon

Walled Lake Planning & Wealth Management’s Air Products & Chemicals APD Stock Holding History

Walled Lake Planning & Wealth Management’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
Q4 		– Sell
-212
Closed -$54K – 118
2021
Q3 		$54K Sell
212
-10
-5% -$2.77K 0.03% 160
2021
Q2 		$64K Buy
222
+1
+0.5% +$294 0.04% 142
2021
Q1 		$62K Buy
221
+1
+0.5% +$272 0.04% 137
2020
Q4 		$60K Sell
220
-11
-5% -$3.1K 0.05% 125
2020
Q3 		$69K Buy
231
+1
+0.4% +$288 0.06% 107
2020
Q2 		$55K Buy
230
+24
+12% +$5.48K 0.05% 104
2020
Q1 		$41K Buy
206
+1
+0.5% +$228 0.04% 110
2019
Q4 		$48K Buy
+205
New +$46.3K 0.03% 114

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $501B AUM 22.01% 1-Year Est. Return