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

Smith Salley 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
2020
Q1 		– Sell
-32,953
Closed -$2.65M – 185
2019
Q4 		$2.65M Sell
32,953
-4,802
-13% -$399K 0.35% 73
2019
Q3 		$3.38M Sell
37,755
-452
-1% -$39.8K 0.48% 63
2019
Q2 		$3.6M Sell
38,207
-16,936
-31% -$2.02M 0.54% 56
2019
Q1 		$7.44M Buy
55,143
+4,070
+8% +$565K 1.2% 34
2018
Q4 		$6.92M Sell
51,073
-16,230
-24% -$2.33M 1.27% 28
2018
Q3 		$11M Buy
67,303
+1,218
+2% +$210K 1.73% 14
2018
Q2 		$11M Sell
66,085
-13,440
-17% -$2.25M 1.89% 8
2018
Q1 		$12.8M Buy
79,525
+2,393
+3% +$433K 2.3% 6
2017
Q4 		$13.9M Buy
77,132
+1,336
+2% +$241K 2.5% 5
2017
Q3 		$13.3M Buy
75,796
+47,047
+164% +$7.85M 2.55% 4
2017
Q2 		$4.59M Buy
28,749
+301
+1% +$47.8K 0.92% 40
2017
Q1 		$4.58M Buy
28,448
+350
+1% +$54.3K 0.94% 41
2016
Q4 		$4.07M Buy
28,098
+936
+3% +$130K 0.85% 45
2016
Q3 		$3.56M Buy
27,162
+3,408
+14% +$454K 0.79% 49
2016
Q2 		$2.99M Buy
23,754
+4,213
+22% +$554K 0.7% 50
2016
Q1 		$2.52M Sell
19,541
-28
-0.1% -$3.36K 0.63% 53
2015
Q4 		$2.55M Sell
19,569
-1,192
-6% -$153K 0.64% 53
2015
Q3 		$2.23M Buy
20,761
+187
+0.9% +$21.7K 0.6% 52
2015
Q2 		$2.67M Buy
20,574
+1,715
+9% +$222K 0.68% 49
2015
Q1 		$2.29M Buy
18,859
+4,139
+28% +$491K 0.58% 58
2014
Q4 		$1.7M Buy
14,720
+2,887
+24% +$352K 0.44% 69
2014
Q3 		$1.57M Buy
11,833
+4,130
+54% +$551K 0.42% 78
2014
Q2 		$1M Buy
7,703
+3,053
+66% +$389K 0.27% 100
2014
Q1 		$572K Buy
4,650
+1,434
+45% +$169K 0.36% 66
2013
Q4 		$362K Buy
+3,216
New +$330K 0.24% 70

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Smith Salley Wealth Management's DD Position: Q1 2020 in Review

Smith Salley Wealth Management sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 32,953 shares — an estimated $2.65M sold.

Smith Salley Wealth Management first reported a position in DD in Q4 2013 and held it in 25 quarters. The position peaked at $13.9M in Q4 2017. 1,085 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • Smith Salley Wealth Management reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • Smith Salley Wealth Management sold 32,953 DuPont de Nemours shares in Q1 2020, an estimated $2.65M.
  • Smith Salley Wealth Management first reported a position in DuPont de Nemours in Q4 2013 and held it in 25 quarters.
  • Smith Salley Wealth Management's DuPont de Nemours position peaked at $13.9M in Q4 2017.
  • 1,085 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on Smith Salley Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.