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Beaumont Financial Advisors’s DuPont de Nemours DD Stock Holding History

Beaumont Financial 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
Q3 		– Sell
-47,915
Closed -$4.51M – 277
2019
Q2 		$4.51M Sell
47,915
-22,721
-32% -$2.71M 0.47% 56
2019
Q1 		$9.54M Buy
70,636
+4,721
+7% +$655K 1.02% 35
2018
Q4 		$8.93M Sell
65,915
-10,126
-13% -$1.45M 1.46% 21
2018
Q3 		$12.4M Buy
76,041
+1,576
+2% +$271K 1.23% 31
2018
Q2 		$12.4M Buy
74,465
+1,293
+2% +$216K 1.32% 26
2018
Q1 		$11.8M Buy
73,172
+4,020
+6% +$727K 1.32% 25
2017
Q4 		$12.5M Buy
69,152
+875
+1% +$158K 1.46% 27
2017
Q3 		$12M Buy
68,277
+2,057
+3% +$343K 1.49% 25
2017
Q2 		$10.6M Sell
66,220
-603
-0.9% -$95.8K 1.37% 27
2017
Q1 		$10.8M Sell
66,823
-242
-0.4% -$37.6K 1.47% 24
2016
Q4 		$9.72M Buy
67,065
+746
+1% +$104K 1.47% 21
2016
Q3 		$8.71M Buy
66,319
+31,249
+89% +$4.17M 1.38% 27
2016
Q2 		$4.42M Buy
+35,070
New +$4.61M 0.72% 61

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beaumont Financial Advisors's DD Position: Q3 2019 in Review

Beaumont Financial Advisors sold out of DuPont de Nemours (DD) in Q3 2019, closing a stake of 47,915 shares — an estimated $4.51M sold.

Beaumont Financial Advisors first reported a position in DD in Q2 2016 and held it in 13 quarters. The position peaked at $12.5M in Q4 2017. 1,330 funds tracked by Wall St. Rank hold DD as of Q3 2019.

  • Beaumont Financial Advisors reported no remaining DuPont de Nemours position as of Q3 2019 after selling out during the quarter.
  • Beaumont Financial Advisors sold 47,915 DuPont de Nemours shares in Q3 2019, an estimated $4.51M.
  • Beaumont Financial Advisors first reported a position in DuPont de Nemours in Q2 2016 and held it in 13 quarters.
  • Beaumont Financial Advisors's DuPont de Nemours position peaked at $12.5M in Q4 2017.
  • 1,330 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2019.

Based on Beaumont Financial Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.