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

Evolution 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 Q4	–	Sell	-193	Closed	-$16K	–	274
2021 Q3	$16K	Hold	193	–	–	﹤0.01%	342
2021 Q2	$19K	Hold	193	–	–	﹤0.01%	309
2021 Q1	$19K	Hold	193	–	–	﹤0.01%	300
2020 Q4	$17K	Hold	193	–	–	﹤0.01%	282
2020 Q3	$13K	Hold	193	–	–	﹤0.01%	318
2020 Q2	$13K	Buy	+193	New	+$11.3K	﹤0.01%	251
2020 Q1	–	Sell	-30	Closed	-$2K	–	388
2019 Q4	$2K	Buy	+30	New	+$2.49K	﹤0.01%	559
2019 Q2	–	Sell	-282	Closed	-$38K	–	468
2019 Q1	$38K	Hold	282	–	–	0.02%	84
2018 Q4	$38K	Buy	+282	New	+$40.5K	0.02%	103

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

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

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

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

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

Evolution Wealth Advisors's DD Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of DuPont de Nemours (DD) in Q4 2021, closing a stake of 193 shares — an estimated $16K sold.

Evolution Wealth Advisors first reported a position in DD in Q4 2018 and held it in 9 quarters. The position peaked at $38K in Q1 2019. 1,371 funds tracked by Wall St. Rank hold DD as of Q4 2021.

Evolution Wealth Advisors reported no remaining DuPont de Nemours position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 193 DuPont de Nemours shares in Q4 2021, an estimated $16K.
Evolution Wealth Advisors first reported a position in DuPont de Nemours in Q4 2018 and held it in 9 quarters.
Evolution Wealth Advisors's DuPont de Nemours position peaked at $38K in Q1 2019.
1,371 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.