YorkBridge Wealth Partners’s Air Products & Chemicals APD Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-204	Closed	-$46K	–	193
2019 Q2	$46K	Buy	204 +20	+11%	+$4.14K	0.02%	376
2019 Q1	$35K	Hold	184	–	–	0.02%	393
2018 Q4	$29K	Buy	184 +14	+8%	+$2.22K	0.02%	382
2018 Q3	$29K	Sell	170 -128	-43%	-$20.8K	0.01%	427
2018 Q2	$46K	Buy	298 +15	+5%	+$2.45K	0.02%	370
2018 Q1	$46K	Buy	283 +144	+104%	+$23.7K	0.02%	375
2017 Q4	$22K	Hold	139	–	–	0.01%	479
2017 Q3	$21K	Buy	139 +64	+85%	+$9.38K	0.01%	504
2017 Q2	$11K	Hold	75	–	–	0.01%	611
2017 Q1	$11K	Hold	75	–	–	0.01%	605
2016 Q4	$11K	Buy	+75	New	+$10.5K	0.01%	562

Other funds holding APD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

YorkBridge Wealth Partners's APD Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Air Products & Chemicals (APD) in Q3 2019, closing a stake of 204 shares — an estimated $46K sold.

YorkBridge Wealth Partners first reported a position in APD in Q4 2016 and held it in 11 quarters. The position peaked at $46K in Q2 2019. 1,156 funds tracked by Wall St. Rank hold APD as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Air Products & Chemicals position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 204 Air Products & Chemicals shares in Q3 2019, an estimated $46K.
YorkBridge Wealth Partners first reported a position in Air Products & Chemicals in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Air Products & Chemicals position peaked at $46K in Q2 2019.
1,156 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.