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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Walled Lake Planning & Wealth Management's APD Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Air Products & Chemicals (APD) in Q4 2021, closing a stake of 212 shares — an estimated $54K sold.

Walled Lake Planning & Wealth Management first reported a position in APD in Q4 2019 and held it in 8 quarters. The position peaked at $69K in Q3 2020. 1,533 funds tracked by Wall St. Rank hold APD as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Air Products & Chemicals position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 212 Air Products & Chemicals shares in Q4 2021, an estimated $54K.
Walled Lake Planning & Wealth Management first reported a position in Air Products & Chemicals in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Air Products & Chemicals position peaked at $69K in Q3 2020.
1,533 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.