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Beacon Pointe Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Beacon Pointe Wealth Advisors’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
-2,458
Closed -$331K – 266
2019
Q1 		$331K Sell
2,458
-26
-1% -$3.61K 0.08% 195
2018
Q4 		$336K Buy
+2,484
New +$357K 0.12% 156

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

Beacon Pointe Wealth Advisors's DD Position: Q2 2019 in Review

Beacon Pointe Wealth Advisors sold out of DuPont de Nemours (DD) in Q2 2019, closing a stake of 2,458 shares — an estimated $331K sold.

Beacon Pointe Wealth Advisors first reported a position in DD in Q4 2018 and held it in 2 quarters. The position peaked at $336K in Q4 2018. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

  • Beacon Pointe Wealth Advisors reported no remaining DuPont de Nemours position as of Q2 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 2,458 DuPont de Nemours shares in Q2 2019, an estimated $331K.
  • Beacon Pointe Wealth Advisors first reported a position in DuPont de Nemours in Q4 2018 and held it in 2 quarters.
  • Beacon Pointe Wealth Advisors's DuPont de Nemours position peaked at $336K in Q4 2018.
  • 1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.