Polaris Wealth Advisory Group’s DuPont de Nemours DD Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-334,426	Closed	-$33.9M	–	169
2021 Q4	$33.9M	Buy	+334,426	New	+$31.8M	1.95%	17
2021 Q2	–	Sell	-258,916	Closed	-$24.7M	–	176
2021 Q1	$24.7M	Sell	258,916 -10,422	-4%	-$999K	1.58%	23
2020 Q4	$27.7M	Buy	+269,338	New	+$21.2M	2.07%	9
2018 Q4	–	Sell	-404	Closed	-$66K	–	216
2018 Q3	$66K	Buy	+404	New	+$69.5K	﹤0.01%	227
2018 Q2	–	Sell	-101	Closed	-$16K	–	296
2018 Q1	$16K	Buy	+101	New	+$18.3K	﹤0.01%	315

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Polaris Wealth Advisory Group's DD Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of DuPont de Nemours (DD) in Q1 2022, closing a stake of 334,426 shares — an estimated $33.9M sold.

Polaris Wealth Advisory Group first reported a position in DD in Q1 2018 and held it in 5 quarters. The position peaked at $33.9M in Q4 2021. 1,356 funds tracked by Wall St. Rank hold DD as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining DuPont de Nemours position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 334,426 DuPont de Nemours shares in Q1 2022, an estimated $33.9M.
Polaris Wealth Advisory Group first reported a position in DuPont de Nemours in Q1 2018 and held it in 5 quarters.
Polaris Wealth Advisory Group's DuPont de Nemours position peaked at $33.9M in Q4 2021.
1,356 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.