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Dougherty Wealth Advisers’s DuPont de Nemours DD Stock Holding History

Dougherty Wealth Advisers’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
Q4 		– Sell
-19
Closed -$2K – 179
2019
Q3 		$2K Hold
19
– – 0.01% 173
2019
Q2 		$2K Sell
19
-10
-34% -$1.19K 0.01% 235
2019
Q1 		$4K Hold
29
– – 0.01% 187
2018
Q4 		$4K Buy
+29
New +$4.17K 0.01% 200

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dougherty Wealth Advisers's DD Position: Q4 2019 in Review

Dougherty Wealth Advisers sold out of DuPont de Nemours (DD) in Q4 2019, closing a stake of 19 shares — an estimated $2K sold.

Dougherty Wealth Advisers first reported a position in DD in Q4 2018 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 1,376 funds tracked by Wall St. Rank hold DD as of Q4 2019.

  • Dougherty Wealth Advisers reported no remaining DuPont de Nemours position as of Q4 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 19 DuPont de Nemours shares in Q4 2019, an estimated $2K.
  • Dougherty Wealth Advisers first reported a position in DuPont de Nemours in Q4 2018 and held it in 4 quarters.
  • Dougherty Wealth Advisers's DuPont de Nemours position peaked at $4K in Q1 2019.
  • 1,376 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2019, filed 7 Feb 2020.