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 $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management

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