Sheets Smith Wealth Management’s DuPont de Nemours DD Stock Holding History

Sheets Smith 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
2019 Q2	–	Sell	-2,129	Closed	-$287K	–	316
2019 Q1	$287K	Hold	2,129	–	–	0.06%	276
2018 Q4	$288K	Buy	2,129 +817	+62%	+$117K	0.08%	232
2018 Q3	$214K	Hold	1,312	–	–	0.04%	322
2018 Q2	$219K	Sell	1,312 -11	-0.8%	-$1.84K	0.05%	292
2018 Q1	$213K	Hold	1,323	–	–	0.05%	293
2017 Q4	$239K	Buy	1,323 +158	+14%	+$28.5K	0.06%	294
2017 Q3	$204K	Buy	+1,165	New	+$194K	0.05%	293
2014 Q4	–	Sell	-9,301	Closed	-$1.24M	–	252
2014 Q3	$1.24M	Buy	9,301 +522	+6%	+$69.6K	0.34%	88
2014 Q2	$1.14M	Buy	+8,779	New	+$1.12M	0.31%	93

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's DD Position: Q2 2019 in Review

Sheets Smith Wealth Management sold out of DuPont de Nemours (DD) in Q2 2019, closing a stake of 2,129 shares — an estimated $287K sold.

Sheets Smith Wealth Management first reported a position in DD in Q2 2014 and held it in 9 quarters. The position peaked at $1.24M in Q3 2014. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

Sheets Smith Wealth Management reported no remaining DuPont de Nemours position as of Q2 2019 after selling out during the quarter.
Sheets Smith Wealth Management sold 2,129 DuPont de Nemours shares in Q2 2019, an estimated $287K.
Sheets Smith Wealth Management first reported a position in DuPont de Nemours in Q2 2014 and held it in 9 quarters.
Sheets Smith Wealth Management's DuPont de Nemours position peaked at $1.24M in Q3 2014.
1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2019, filed 12 Jul 2019.