IWP
DD icon

Icon Wealth Partners’s DuPont de Nemours DD Stock Holding History

Icon Wealth 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
-639
Closed -$86K – 306
2019
Q1 		$86K Sell
639
-100
-14% -$13.9K 0.03% 253
2018
Q4 		$100K Sell
739
-476
-39% -$68.4K 0.05% 217
2018
Q3 		$198K Sell
1,215
-280
-19% -$48.2K 0.08% 176
2018
Q2 		$250K Sell
1,495
-494
-25% -$82.7K 0.11% 136
2018
Q1 		$321K Sell
1,989
-657
-25% -$119K 0.17% 122
2017
Q4 		$477K Buy
+2,646
New +$477K 0.24% 91

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's DD Position: Q2 2019 in Review

Icon Wealth Partners sold out of DuPont de Nemours (DD) in Q2 2019, closing a stake of 639 shares — an estimated $86K sold.

Icon Wealth Partners first reported a position in DD in Q4 2017 and held it in 6 quarters. The position peaked at $477K in Q4 2017. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

  • Icon Wealth Partners reported no remaining DuPont de Nemours position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 639 DuPont de Nemours shares in Q2 2019, an estimated $86K.
  • Icon Wealth Partners first reported a position in DuPont de Nemours in Q4 2017 and held it in 6 quarters.
  • Icon Wealth Partners's DuPont de Nemours position peaked at $477K in Q4 2017.
  • 1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.