1776 Wealth’s DuPont de Nemours DD Stock Holding History

1776 Wealth’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-301	Closed	-$20K	–	154
2020 Q2	$20K	Sell	301 -301	-50%	-$17.6K	0.01%	256
2020 Q1	$36K	Buy	602 +301	+100%	+$18.4K	0.02%	244
2019 Q4	$24K	Buy	+301	New	+$25K	0.02%	230

Other funds holding DD

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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1776 Wealth's DD Position: Q3 2020 in Review

1776 Wealth sold out of DuPont de Nemours (DD) in Q3 2020, closing a stake of 301 shares — an estimated $20K sold.

1776 Wealth first reported a position in DD in Q4 2019 and held it in 3 quarters. The position peaked at $36K in Q1 2020. 1,186 funds tracked by Wall St. Rank hold DD as of Q3 2020.

1776 Wealth reported no remaining DuPont de Nemours position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 301 DuPont de Nemours shares in Q3 2020, an estimated $20K.
1776 Wealth first reported a position in DuPont de Nemours in Q4 2019 and held it in 3 quarters.
1776 Wealth's DuPont de Nemours position peaked at $36K in Q1 2020.
1,186 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.