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Wealthspire Advisors (Maryland)’s Air Products & Chemicals APD Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$510K Buy
1,711
+344
+25% +$99K 0.02% 268
2020
Q2 		$330K Buy
1,367
+44
+3% +$10K 0.02% 324
2020
Q1 		$264K Buy
1,323
+153
+13% +$34.9K 0.02% 329
2019
Q4 		$275K Buy
1,170
+40
+4% +$9.03K 0.02% 401
2019
Q3 		$251K Sell
1,130
-15
-1% -$3.38K 0.02% 382
2019
Q2 		$259K Buy
1,145
+101
+10% +$20.9K 0.02% 385
2019
Q1 		$199K Sell
1,044
-180
-15% -$31K 0.02% 435
2018
Q4 		$196K Buy
1,224
+9
+0.7% +$1.43K 0.02% 405
2018
Q3 		$203K Sell
1,215
-1,135
-48% -$185K 0.02% 451
2018
Q2 		$366K Buy
2,350
+55
+2% +$8.99K 0.03% 309
2018
Q1 		$365K Buy
2,295
+1,005
+78% +$166K 0.03% 313
2017
Q4 		$212K Buy
1,290
+619
+92% +$98.6K 0.02% 462
2017
Q3 		$101K Sell
671
-21
-3% -$3.08K 0.01% 701
2017
Q2 		$99K Buy
692
+230
+50% +$32.7K 0.01% 701
2017
Q1 		$63K Buy
462
+21
+5% +$2.96K 0.01% 739
2016
Q4 		$63K Buy
441
+36
+9% +$5.04K 0.01% 714
2016
Q3 		$56K Sell
405
-47
-10% -$6.52K 0.01% 739
2016
Q2 		$59K Sell
452
-428
-49% -$57K 0.01% 693
2016
Q1 		$117K Sell
880
-490
-36% -$59.3K 0.02% 488
2015
Q4 		$165K Buy
+1,370
New +$172K 0.03% 408

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s APD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Air Products & Chemicals (APD) stake by 25% in Q3 2020, buying an estimated $99K and bringing the position to 1,711 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #268.

Wealthspire Advisors (Maryland) first reported a position in APD in Q4 2015 and has held it in 20 quarters since. 1,335 funds tracked by Wall St. Rank hold APD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,711 shares of Air Products & Chemicals worth $510K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 344 Air Products & Chemicals shares in Q3 2020, an estimated $99K.
  • Air Products & Chemicals made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #268 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Air Products & Chemicals in Q4 2015 and has held it in 20 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.