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Advocacy Wealth Management Services’s DuPont de Nemours DD Stock Holding History

Advocacy Wealth Management Services’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
2022
Q2 		– Sell
-5
Closed – – 146
2022
Q1 		$0 Hold
5
– – ﹤0.01% 193
2021
Q4 		$0 Hold
5
– – ﹤0.01% 186
2021
Q3 		$0 Hold
5
– – ﹤0.01% 179
2021
Q2 		$0 Buy
+5
New +$502 ﹤0.01% 197
2016
Q4 		– Sell
-118
Closed -$16K – 322
2016
Q3 		$16K Hold
118
– – 0.01% 232
2016
Q2 		$15K Sell
118
-119
-50% -$15.7K 0.01% 265
2016
Q1 		$31K Sell
237
-2
-0.8% -$240 0.02% 230
2015
Q4 		$31K Buy
+239
New +$30.7K 0.04% 216
2013
Q3 		$72K Buy
724
+369
+104% +$34.4K 0.2% 90
2013
Q2 		$29K Buy
+355
New +$29.9K 0.12% 112

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advocacy Wealth Management Services's DD Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of DuPont de Nemours (DD) in Q2 2022, closing a stake of 5 shares.

Advocacy Wealth Management Services first reported a position in DD in Q2 2013 and held it in 10 quarters. The position peaked at $72K in Q3 2013. 1,250 funds tracked by Wall St. Rank hold DD as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining DuPont de Nemours position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 5 DuPont de Nemours shares in Q2 2022.
  • Advocacy Wealth Management Services first reported a position in DuPont de Nemours in Q2 2013 and held it in 10 quarters.
  • Advocacy Wealth Management Services's DuPont de Nemours position peaked at $72K in Q3 2013.
  • 1,250 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.