Harvest Group Wealth Management’s DuPont de Nemours DD Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-282	Closed	-$25K	–	194
2020 Q4	$25K	Hold	282	–	–	0.01%	155
2020 Q3	$20K	Hold	282	–	–	0.01%	165
2020 Q2	$18K	Sell	282 -12	-4%	-$701	0.02%	164
2020 Q1	$12K	Hold	294	–	–	0.01%	182
2019 Q4	$23K	Hold	294	–	–	0.02%	141
2019 Q3	$26K	Buy	294 +1	+0.3%	+$88	0.03%	129
2019 Q2	$27K	Sell	293 -143	-33%	-$17.1K	0.03%	117
2019 Q1	$59K	Buy	+436	New	+$60.5K	0.05%	77

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

Harvest Group Wealth Management's DD Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of DuPont de Nemours (DD) in Q1 2021, closing a stake of 282 shares — an estimated $25K sold.

Harvest Group Wealth Management first reported a position in DD in Q1 2019 and held it in 8 quarters. The position peaked at $59K in Q1 2019. 1,293 funds tracked by Wall St. Rank hold DD as of Q1 2021.

Harvest Group Wealth Management reported no remaining DuPont de Nemours position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 282 DuPont de Nemours shares in Q1 2021, an estimated $25K.
Harvest Group Wealth Management first reported a position in DuPont de Nemours in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's DuPont de Nemours position peaked at $59K in Q1 2019.
1,293 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.