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Heritage Financial Services’s DuPont de Nemours DD Stock Holding History

Heritage Financial Services’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
-272
Closed -$18K – 154
2022
Q2 		$18K Buy
+272
New +$22.3K 0.01% 256

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Heritage Financial Services's DD Position: Q3 2022 in Review

Heritage Financial Services sold out of DuPont de Nemours (DD) in Q3 2022, closing a stake of 272 shares — an estimated $18K sold.

Heritage Financial Services first reported a position in DD in Q2 2022 and held it in 1 quarter. The position peaked at $18K in Q2 2022. 1,197 funds tracked by Wall St. Rank hold DD as of Q3 2022.

  • Heritage Financial Services reported no remaining DuPont de Nemours position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 272 DuPont de Nemours shares in Q3 2022, an estimated $18K.
  • Heritage Financial Services first reported a position in DuPont de Nemours in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's DuPont de Nemours position peaked at $18K in Q2 2022.
  • 1,197 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.