Wealthcare Capital Management’s Air Products & Chemicals APD Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-17	Closed	-$5K	–	113
2021 Q1	$5K	Buy	+17	New	+$4.62K	﹤0.01%	371
2020 Q2	–	Sell	-1	Closed	–	–	65
2020 Q1	$0	Sell	1 -16	-94%	-$3.65K	﹤0.01%	270
2019 Q4	$4K	Buy	+17	New	+$3.84K	﹤0.01%	267
2015 Q2	–	Sell	-2,603	Closed	-$364K	–	407
2015 Q1	$364K	Buy	+2,603	New	+$360K	0.04%	69

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Capital Management's APD Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Air Products & Chemicals (APD) in Q2 2021, closing a stake of 17 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in APD in Q1 2015 and held it in 4 quarters. The position peaked at $364K in Q1 2015. 1,421 funds tracked by Wall St. Rank hold APD as of Q2 2021.

Wealthcare Capital Management reported no remaining Air Products & Chemicals position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 17 Air Products & Chemicals shares in Q2 2021, an estimated $5K.
Wealthcare Capital Management first reported a position in Air Products & Chemicals in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's Air Products & Chemicals position peaked at $364K in Q1 2015.
1,421 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.