SWM
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Selective Wealth Management’s DuPont de Nemours DD Stock Holding History

Selective 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
2021
Q3 		– Sell
-147
Closed -$14K – 593
2021
Q2 		$14K Sell
147
-186
-56% -$18.7K 0.01% 305
2021
Q1 		$32K Buy
333
+245
+278% +$23.5K 0.03% 155
2020
Q4 		$8K Sell
88
-7,184
-99% -$564K 0.01% 259
2020
Q3 		$506K Sell
7,272
-2,868
-28% -$201K 0.4% 28
2020
Q2 		$676K Buy
+10,140
New +$592K 0.56% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Selective Wealth Management's DD Position: Q3 2021 in Review

Selective Wealth Management sold out of DuPont de Nemours (DD) in Q3 2021, closing a stake of 147 shares — an estimated $14K sold.

Selective Wealth Management first reported a position in DD in Q2 2020 and held it in 5 quarters. The position peaked at $676K in Q2 2020. 1,254 funds tracked by Wall St. Rank hold DD as of Q3 2021.

  • Selective Wealth Management reported no remaining DuPont de Nemours position as of Q3 2021 after selling out during the quarter.
  • Selective Wealth Management sold 147 DuPont de Nemours shares in Q3 2021, an estimated $14K.
  • Selective Wealth Management first reported a position in DuPont de Nemours in Q2 2020 and held it in 5 quarters.
  • Selective Wealth Management's DuPont de Nemours position peaked at $676K in Q2 2020.
  • 1,254 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2021.

Based on Selective Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.