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Keudell/Morrison Wealth Management’s DuPont de Nemours DD Stock Holding History

Keudell/Morrison 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
2019
Q2 		– Sell
-2,103
Closed -$284K – 146
2019
Q1 		$284K Buy
+2,103
New +$292K 0.25% 104

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keudell/Morrison Wealth Management's DD Position: Q2 2019 in Review

Keudell/Morrison Wealth Management sold out of DuPont de Nemours (DD) in Q2 2019, closing a stake of 2,103 shares — an estimated $284K sold.

Keudell/Morrison Wealth Management first reported a position in DD in Q1 2019 and held it in 1 quarter. The position peaked at $284K in Q1 2019. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

  • Keudell/Morrison Wealth Management reported no remaining DuPont de Nemours position as of Q2 2019 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,103 DuPont de Nemours shares in Q2 2019, an estimated $284K.
  • Keudell/Morrison Wealth Management first reported a position in DuPont de Nemours in Q1 2019 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's DuPont de Nemours position peaked at $284K in Q1 2019.
  • 1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2019, filed 21 Aug 2019.