Fortis Advisors’s DuPont de Nemours DD Stock Holding History

Fortis 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	-150	Closed	-$13K	–	231
2020 Q4	$13K	Buy	+150	New	+$11.8K	0.01%	141
2019 Q4	–	Sell	-265	Closed	-$24K	–	311
2019 Q3	$24K	Buy	+265	New	+$23.3K	0.01%	241
2019 Q2	–	Sell	-395	Closed	-$53K	–	333
2019 Q1	$53K	Buy	+395	New	+$54.8K	0.03%	212
2017 Q3	–	Sell	-1,518	Closed	-$242K	–	279
2017 Q2	$242K	Hold	1,518	–	–	0.19%	64
2017 Q1	$244K	Buy	+1,518	New	+$236K	0.22%	56

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

Fortis Advisors's DD Position: Q1 2021 in Review

Fortis Advisors sold out of DuPont de Nemours (DD) in Q1 2021, closing a stake of 150 shares — an estimated $13K sold.

Fortis Advisors first reported a position in DD in Q1 2017 and held it in 5 quarters. The position peaked at $244K in Q1 2017. 1,293 funds tracked by Wall St. Rank hold DD as of Q1 2021.

Fortis Advisors reported no remaining DuPont de Nemours position as of Q1 2021 after selling out during the quarter.
Fortis Advisors sold 150 DuPont de Nemours shares in Q1 2021, an estimated $13K.
Fortis Advisors first reported a position in DuPont de Nemours in Q1 2017 and held it in 5 quarters.
Fortis Advisors's DuPont de Nemours position peaked at $244K in Q1 2017.
1,293 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2021.

Based on Fortis Advisors's 13F filing for Q1 2021, filed 13 May 2021.