Holistic Financial Partners’s DuPont de Nemours DD Stock Holding History

Holistic Financial Partners’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
2019 Q2	–	Sell	-2,173	Closed	-$293K	–	89
2019 Q1	$293K	Buy	2,173 +297	+16%	+$41.2K	0.12%	83
2018 Q4	$254K	Sell	1,876 -36	-2%	-$5.17K	0.26%	45
2018 Q3	$311K	Buy	+1,912	New	+$329K	0.29%	42
2018 Q2	–	Sell	-1,801	Closed	-$291K	–	112
2018 Q1	$291K	Sell	1,801 -175	-9%	-$31.7K	0.24%	44
2017 Q4	$356K	Buy	+1,976	New	+$356K	0.29%	35

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Holistic Financial Partners's DD Position: Q2 2019 in Review

Holistic Financial Partners sold out of DuPont de Nemours (DD) in Q2 2019, closing a stake of 2,173 shares — an estimated $293K sold.

Holistic Financial Partners first reported a position in DD in Q4 2017 and held it in 5 quarters. The position peaked at $356K in Q4 2017. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

Holistic Financial Partners reported no remaining DuPont de Nemours position as of Q2 2019 after selling out during the quarter.
Holistic Financial Partners sold 2,173 DuPont de Nemours shares in Q2 2019, an estimated $293K.
Holistic Financial Partners first reported a position in DuPont de Nemours in Q4 2017 and held it in 5 quarters.
Holistic Financial Partners's DuPont de Nemours position peaked at $356K in Q4 2017.
1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.