AWM
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Aevitas Wealth Management’s DuPont de Nemours DD Stock Holding History

Aevitas Wealth Management’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
2019
Q2 		– Sell
-486
Closed -$65K – 151
2019
Q1 		$65K Buy
486
+1
+0.2% +$139 0.06% 167
2018
Q4 		$66K Sell
485
-271
-36% -$38.9K 0.07% 153
2018
Q3 		$123K Buy
756
+130
+21% +$22.4K 0.11% 130
2018
Q2 		$104K Buy
626
+190
+44% +$31.8K 0.1% 133
2018
Q1 		$70K Buy
436
+10
+2% +$1.81K 0.07% 157
2017
Q4 		$77K Buy
+426
New +$76.7K 0.07% 152

Other funds holding DD

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aevitas Wealth Management's DD Position: Q2 2019 in Review

Aevitas Wealth Management sold out of DuPont de Nemours (DD) in Q2 2019, closing a stake of 486 shares — an estimated $65K sold.

Aevitas Wealth Management first reported a position in DD in Q4 2017 and held it in 6 quarters. The position peaked at $123K in Q3 2018. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

  • Aevitas Wealth Management reported no remaining DuPont de Nemours position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 486 DuPont de Nemours shares in Q2 2019, an estimated $65K.
  • Aevitas Wealth Management first reported a position in DuPont de Nemours in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's DuPont de Nemours position peaked at $123K in Q3 2018.
  • 1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.