Edge Wealth Management’s DuPont de Nemours DD Stock Holding History

Edge 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 Q1	–	Sell	-213	Closed	-$22K	–	196
2021 Q4	$22K	Hold	213	–	–	﹤0.01%	248
2021 Q3	$18K	Hold	213	–	–	﹤0.01%	275
2021 Q2	$21K	Hold	213	–	–	﹤0.01%	273
2021 Q1	$21K	Hold	213	–	–	﹤0.01%	264
2020 Q4	$19K	Hold	213	–	–	﹤0.01%	243
2020 Q3	$15K	Hold	213	–	–	﹤0.01%	289
2020 Q2	$14K	Hold	213	–	–	﹤0.01%	415
2020 Q1	$9K	Hold	213	–	–	﹤0.01%	407
2019 Q4	$17K	Hold	213	–	–	﹤0.01%	354
2019 Q3	$19K	Hold	213	–	–	﹤0.01%	335
2019 Q2	$20K	Sell	213 -108	-34%	-$12.9K	﹤0.01%	337
2019 Q1	$43K	Hold	321	–	–	0.01%	251
2018 Q4	$43K	Sell	321 -928	-74%	-$133K	0.01%	257
2018 Q3	$203K	Hold	1,249	–	–	0.05%	143
2018 Q2	$208K	Buy	1,249 +928	+289%	+$155K	0.05%	141
2018 Q1	$52K	Hold	321	–	–	0.01%	219
2017 Q4	$58K	Hold	321	–	–	0.02%	212
2017 Q3	$56K	Buy	+321	New	+$53.6K	0.02%	211
2016 Q1	–	Sell	-11	Closed	-$1K	–	465
2015 Q4	$1K	Hold	11	–	–	﹤0.01%	413
2015 Q3	$1K	Hold	11	–	–	﹤0.01%	414
2015 Q2	$1K	Buy	+11	New	+$1.43K	﹤0.01%	404
2014 Q3	–	Sell	-9,413	Closed	-$1.23M	–	419
2014 Q2	$1.23M	Sell	9,413 -283	-3%	-$36.1K	0.51%	32
2014 Q1	$1.19M	Sell	9,696 -41,748	-81%	-$4.92M	0.5%	35
2013 Q4	$5.78M	Buy	51,444 +17,044	+50%	+$1.75M	2.67%	16
2013 Q3	$3.35M	Sell	34,400 -975	-3%	-$90.8K	2.04%	21
2013 Q2	$2.89M	Buy	+35,375	New	+$2.98M	1.93%	21

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Edge Wealth Management's DD Position: Q1 2022 in Review

Edge Wealth Management sold out of DuPont de Nemours (DD) in Q1 2022, closing a stake of 213 shares — an estimated $22K sold.

Edge Wealth Management first reported a position in DD in Q2 2013 and held it in 26 quarters. The position peaked at $5.78M in Q4 2013. 1,356 funds tracked by Wall St. Rank hold DD as of Q1 2022.

Edge Wealth Management reported no remaining DuPont de Nemours position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 213 DuPont de Nemours shares in Q1 2022, an estimated $22K.
Edge Wealth Management first reported a position in DuPont de Nemours in Q2 2013 and held it in 26 quarters.
Edge Wealth Management's DuPont de Nemours position peaked at $5.78M in Q4 2013.
1,356 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.