GA
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GoalVest Advisory’s DuPont de Nemours DD Stock Holding History

GoalVest Advisory’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
-1,634
Closed -$111K – 263
2022
Q2 		$111K Buy
1,634
+1,628
+27,133% +$133K 0.07% 122
2022
Q1 		$1K Buy
+6
New +$585 ﹤0.01% 324

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
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

GoalVest Advisory's DD Position: Q3 2022 in Review

GoalVest Advisory sold out of DuPont de Nemours (DD) in Q3 2022, closing a stake of 1,634 shares — an estimated $111K sold.

GoalVest Advisory first reported a position in DD in Q1 2022 and held it in 2 quarters. The position peaked at $111K in Q2 2022. 1,197 funds tracked by Wall St. Rank hold DD as of Q3 2022.

  • GoalVest Advisory reported no remaining DuPont de Nemours position as of Q3 2022 after selling out during the quarter.
  • GoalVest Advisory sold 1,634 DuPont de Nemours shares in Q3 2022, an estimated $111K.
  • GoalVest Advisory first reported a position in DuPont de Nemours in Q1 2022 and held it in 2 quarters.
  • GoalVest Advisory's DuPont de Nemours position peaked at $111K in Q2 2022.
  • 1,197 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2022.

Based on GoalVest Advisory's 13F filing for Q3 2022, filed 11 Oct 2022.