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Sound View Wealth Advisors Group’s DuPont de Nemours DD Stock Holding History

Sound View Wealth Advisors Group’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
2022
Q2 		– Sell
-2,224
Closed -$205K – 282
2022
Q1 		$205K Sell
2,224
-113
-5% -$11K 0.04% 279
2021
Q4 		$237K Buy
+2,337
New +$222K 0.04% 268
2021
Q3 		– Sell
-2,220
Closed -$216K – 288
2021
Q2 		$216K Sell
2,220
-646
-23% -$64.9K 0.05% 268
2021
Q1 		$278K Sell
2,866
-276
-9% -$26.5K 0.06% 230
2020
Q4 		$280K Sell
3,142
-132
-4% -$10.4K 0.07% 212
2020
Q3 		$228K Sell
3,274
-113
-3% -$7.92K 0.06% 228
2020
Q2 		$226K Buy
+3,387
New +$198K 0.06% 219
2020
Q1 		– Sell
-4,107
Closed -$331K – 222
2019
Q4 		$331K Sell
4,107
-10
-0.2% -$830 0.09% 175
2019
Q3 		$369K Sell
4,117
-176
-4% -$15.5K 0.11% 165
2019
Q2 		$405K Buy
+4,293
New +$513K 0.12% 160

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sound View Wealth Advisors Group's DD Position: Q2 2022 in Review

Sound View Wealth Advisors Group sold out of DuPont de Nemours (DD) in Q2 2022, closing a stake of 2,224 shares — an estimated $205K sold.

Sound View Wealth Advisors Group first reported a position in DD in Q2 2019 and held it in 10 quarters. The position peaked at $405K in Q2 2019. 1,250 funds tracked by Wall St. Rank hold DD as of Q2 2022.

  • Sound View Wealth Advisors Group reported no remaining DuPont de Nemours position as of Q2 2022 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,224 DuPont de Nemours shares in Q2 2022, an estimated $205K.
  • Sound View Wealth Advisors Group first reported a position in DuPont de Nemours in Q2 2019 and held it in 10 quarters.
  • Sound View Wealth Advisors Group's DuPont de Nemours position peaked at $405K in Q2 2019.
  • 1,250 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2022.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2022, filed 5 Aug 2022.