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Eads & Heald Wealth Management’s DuPont de Nemours DD Stock Holding History

Eads & Heald 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
2022
Q3 		– Sell
-2,908
Closed -$203K – 147
2022
Q2 		$203K Hold
2,908
– – 0.11% 147
2022
Q1 		$269K Sell
2,908
-24
-0.8% -$2.34K 0.12% 132
2021
Q4 		$297K Buy
+2,932
New +$279K 0.13% 132

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eads & Heald Wealth Management's DD Position: Q3 2022 in Review

Eads & Heald Wealth Management sold out of DuPont de Nemours (DD) in Q3 2022, closing a stake of 2,908 shares — an estimated $203K sold.

Eads & Heald Wealth Management first reported a position in DD in Q4 2021 and held it in 3 quarters. The position peaked at $297K in Q4 2021. 1,197 funds tracked by Wall St. Rank hold DD as of Q3 2022.

  • Eads & Heald Wealth Management reported no remaining DuPont de Nemours position as of Q3 2022 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 2,908 DuPont de Nemours shares in Q3 2022, an estimated $203K.
  • Eads & Heald Wealth Management first reported a position in DuPont de Nemours in Q4 2021 and held it in 3 quarters.
  • Eads & Heald Wealth Management's DuPont de Nemours position peaked at $297K in Q4 2021.
  • 1,197 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2022.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.