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WESPAC Advisors’s Air Products & Chemicals APD Stock Holding History

WESPAC Advisors’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
2019
Q4 		– Sell
-9,196
Closed -$2.04M – 98
2019
Q3 		$2.04M Sell
9,196
-3,783
-29% -$851K 2.03% 14
2019
Q2 		$2.94M Buy
+12,979
New +$2.69M 2.19% 10
2014
Q4 		– Sell
-12,822
Closed -$1.54M – 120
2014
Q3 		$1.54M Buy
+12,822
New +$1.57M 1.24% 26

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WESPAC Advisors's APD Position: Q4 2019 in Review

WESPAC Advisors sold out of Air Products & Chemicals (APD) in Q4 2019, closing a stake of 9,196 shares — an estimated $2.04M sold.

WESPAC Advisors first reported a position in APD in Q3 2014 and held it in 3 quarters. The position peaked at $2.94M in Q2 2019. 1,260 funds tracked by Wall St. Rank hold APD as of Q4 2019.

  • WESPAC Advisors reported no remaining Air Products & Chemicals position as of Q4 2019 after selling out during the quarter.
  • WESPAC Advisors sold 9,196 Air Products & Chemicals shares in Q4 2019, an estimated $2.04M.
  • WESPAC Advisors first reported a position in Air Products & Chemicals in Q3 2014 and held it in 3 quarters.
  • WESPAC Advisors's Air Products & Chemicals position peaked at $2.94M in Q2 2019.
  • 1,260 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2019.

Based on WESPAC Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.