LWM
DD icon

Laidlaw Wealth Management’s DuPont de Nemours DD Stock Holding History

Laidlaw 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
2022
Q2 		– Sell
-2,184
Closed -$202K – 379
2022
Q1 		$202K Sell
2,184
-216
-9% -$21.1K 0.03% 371
2021
Q4 		$243K Sell
2,400
-79
-3% -$7.52K 0.04% 349
2021
Q3 		$212K Buy
2,479
+29
+1% +$2.69K 0.05% 230
2021
Q2 		$238K Buy
2,450
+39
+2% +$3.92K 0.06% 223
2021
Q1 		$234K Sell
2,411
-468
-16% -$44.9K 0.08% 190
2020
Q4 		$257K Buy
+2,879
New +$226K 0.05% 291

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laidlaw Wealth Management's DD Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of DuPont de Nemours (DD) in Q2 2022, closing a stake of 2,184 shares — an estimated $202K sold.

Laidlaw Wealth Management first reported a position in DD in Q4 2020 and held it in 6 quarters. The position peaked at $257K in Q4 2020. 1,250 funds tracked by Wall St. Rank hold DD as of Q2 2022.

  • Laidlaw Wealth Management reported no remaining DuPont de Nemours position as of Q2 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,184 DuPont de Nemours shares in Q2 2022, an estimated $202K.
  • Laidlaw Wealth Management first reported a position in DuPont de Nemours in Q4 2020 and held it in 6 quarters.
  • Laidlaw Wealth Management's DuPont de Nemours position peaked at $257K in Q4 2020.
  • 1,250 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.