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

River 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
2019
Q1 		– Sell
-1,020
Closed -$138K – 221
2018
Q4 		$138K Sell
1,020
-346
-25% -$49.7K 0.06% 169
2018
Q3 		$222K Sell
1,366
-150
-10% -$25.8K 0.08% 157
2018
Q2 		$253K Buy
1,516
+1
+0.1% +$167 0.1% 149
2018
Q1 		$244K Sell
1,515
-79
-5% -$14.3K 0.1% 153
2017
Q4 		$288K Buy
1,594
+4
+0.3% +$720 0.12% 138
2017
Q3 		$279K Buy
+1,590
New +$265K 0.13% 136

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

River Wealth Advisors's DD Position: Q1 2019 in Review

River Wealth Advisors sold out of DuPont de Nemours (DD) in Q1 2019, closing a stake of 1,020 shares — an estimated $138K sold.

River Wealth Advisors first reported a position in DD in Q3 2017 and held it in 6 quarters. The position peaked at $288K in Q4 2017. 1,832 funds tracked by Wall St. Rank hold DD as of Q1 2019.

  • River Wealth Advisors reported no remaining DuPont de Nemours position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,020 DuPont de Nemours shares in Q1 2019, an estimated $138K.
  • River Wealth Advisors first reported a position in DuPont de Nemours in Q3 2017 and held it in 6 quarters.
  • River Wealth Advisors's DuPont de Nemours position peaked at $288K in Q4 2017.
  • 1,832 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.