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RGT Wealth Advisors’s DuPont de Nemours DD Stock Holding History

RGT Wealth Advisors’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
-808
Closed -$82K – 164
2021
Q4 		$82K Buy
+808
New +$76.9K 0.01% 120
2017
Q4 		– Sell
-1,174
Closed -$206K – 101
2017
Q3 		$206K Buy
+1,174
New +$196K 0.14% 89

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RGT Wealth Advisors's DD Position: Q1 2022 in Review

RGT Wealth Advisors sold out of DuPont de Nemours (DD) in Q1 2022, closing a stake of 808 shares — an estimated $82K sold.

RGT Wealth Advisors first reported a position in DD in Q3 2017 and held it in 2 quarters. The position peaked at $206K in Q3 2017. 1,356 funds tracked by Wall St. Rank hold DD as of Q1 2022.

  • RGT Wealth Advisors reported no remaining DuPont de Nemours position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 808 DuPont de Nemours shares in Q1 2022, an estimated $82K.
  • RGT Wealth Advisors first reported a position in DuPont de Nemours in Q3 2017 and held it in 2 quarters.
  • RGT Wealth Advisors's DuPont de Nemours position peaked at $206K in Q3 2017.
  • 1,356 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.