Burt Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Burt 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
2021 Q1	–	Sell	-462	Closed	-$41K	–	150
2020 Q4	$41K	Hold	462	–	–	0.01%	194
2020 Q3	$32K	Hold	462	–	–	0.01%	208
2020 Q2	$31K	Hold	462	–	–	0.01%	203
2020 Q1	$20K	Buy	462 +54	+13%	+$3.3K	0.01%	225
2019 Q4	$33K	Sell	408 -76	-16%	-$6.31K	0.01%	197
2019 Q3	$43K	Buy	484 +29	+6%	+$2.55K	0.02%	181
2019 Q2	$43K	Sell	455 -222	-33%	-$26.5K	0.02%	176
2019 Q1	$91K	Hold	677	–	–	0.04%	128
2018 Q4	$92K	Hold	677	–	–	0.04%	129
2018 Q3	$110K	Hold	677	–	–	0.05%	127
2018 Q2	$113K	Sell	677 -77	-10%	-$12.9K	0.05%	117
2018 Q1	$122K	Hold	754	–	–	0.06%	114
2017 Q4	$136K	Buy	754 +77	+11%	+$13.9K	0.08%	102
2017 Q3	$119K	Buy	677 +564	+499%	+$94.1K	0.08%	111
2017 Q2	$17K	Buy	+113	New	+$18K	0.01%	259
2016 Q2	–	Sell	-99	Closed	-$13K	–	457
2016 Q1	$13K	Buy	+99	New	+$11.9K	0.01%	295
2015 Q3	–	Sell	-79	Closed	-$11K	–	403
2015 Q2	$11K	Hold	79	–	–	0.01%	260
2015 Q1	$10K	Hold	79	–	–	0.01%	241
2014 Q4	$9K	Buy	+79	New	+$9.63K	0.01%	234

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Burt Wealth Advisors's DD Position: Q1 2021 in Review

Burt Wealth Advisors sold out of DuPont de Nemours (DD) in Q1 2021, closing a stake of 462 shares — an estimated $41K sold.

Burt Wealth Advisors first reported a position in DD in Q4 2014 and held it in 19 quarters. The position peaked at $136K in Q4 2017. 1,293 funds tracked by Wall St. Rank hold DD as of Q1 2021.

Burt Wealth Advisors reported no remaining DuPont de Nemours position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 462 DuPont de Nemours shares in Q1 2021, an estimated $41K.
Burt Wealth Advisors first reported a position in DuPont de Nemours in Q4 2014 and held it in 19 quarters.
Burt Wealth Advisors's DuPont de Nemours position peaked at $136K in Q4 2017.
1,293 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.