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Wealthfront’s Air Products & Chemicals APD Stock Holding History

Wealthfront’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
2018
Q3 		$879K Buy
5,262
+40
+0.8% +$6.51K 0.01% 284
2018
Q2 		$813K Sell
5,222
-1,065
-17% -$174K 0.01% 289
2018
Q1 		$1M Buy
6,287
+1,286
+26% +$212K 0.01% 255
2017
Q4 		$821K Buy
5,001
+285
+6% +$45.4K 0.01% 259
2017
Q3 		$713K Buy
4,716
+943
+25% +$138K 0.01% 260
2017
Q2 		$540K Buy
3,773
+572
+18% +$81.3K 0.01% 255
2017
Q1 		$433K Sell
3,201
-109
-3% -$15.4K 0.01% 258
2016
Q4 		$476K Buy
3,310
+83
+3% +$11.6K 0.01% 206
2016
Q3 		$449K Buy
3,227
+224
+7% +$31.1K 0.01% 198
2016
Q2 		$395K Buy
3,003
+246
+9% +$32.8K 0.01% 205
2016
Q1 		$367K Buy
2,757
+736
+36% +$89K 0.01% 203
2015
Q4 		$243K Buy
2,021
+38
+2% +$4.78K 0.01% 258
2015
Q3 		$234K Sell
1,983
-367
-16% -$46.7K 0.01% 246
2015
Q2 		$297K Sell
2,350
-100
-4% -$13.6K 0.01% 195
2015
Q1 		$343K Buy
2,450
+459
+23% +$63.5K 0.02% 134
2014
Q4 		$266K Buy
1,991
+495
+33% +$62.6K 0.02% 144
2014
Q3 		$180K Buy
1,496
+430
+40% +$52.5K 0.01% 172
2014
Q2 		$128K Buy
1,066
+377
+55% +$42.1K 0.01% 173
2014
Q1 		$76K Buy
+689
New +$73.1K 0.01% 185

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthfront's APD Position: Q3 2018 in Review

Wealthfront increased its Air Products & Chemicals (APD) stake by 0.77% in Q3 2018, buying an estimated $6.51K and bringing the position to 5,262 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #284.

Wealthfront first reported a position in APD in Q1 2014 and has held it in 19 quarters since. The position peaked at $1M in Q1 2018. 1,045 funds tracked by Wall St. Rank hold APD as of Q3 2018.

  • Wealthfront held 5,262 shares of Air Products & Chemicals worth $879K as of Q3 2018.
  • Wealthfront bought 40 Air Products & Chemicals shares in Q3 2018, an estimated $6.51K.
  • Air Products & Chemicals made up 0.01% of Wealthfront's portfolio in Q3 2018, its #284 holding.
  • Wealthfront first reported a position in Air Products & Chemicals in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Air Products & Chemicals position peaked at $1M in Q1 2018.
  • 1,045 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.