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

Sound View Wealth Advisors’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
Q1 		$1.03M Sell
7,669
-586
-7% -$81.3K 0.32% 84
2018
Q4 		$1.12M Buy
+8,255
New +$1.19M 0.41% 71

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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's DD Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its DuPont de Nemours (DD) stake by 7.1% in Q1 2019, selling an estimated $81.3K and leaving 7,669 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #84.

Sound View Wealth Advisors first reported a position in DD in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.12M in Q4 2018. 1,832 funds tracked by Wall St. Rank hold DD as of Q1 2019.

  • Sound View Wealth Advisors held 7,669 shares of DuPont de Nemours worth $1.03M as of Q1 2019.
  • Sound View Wealth Advisors sold 586 DuPont de Nemours shares in Q1 2019, an estimated $81.3K.
  • DuPont de Nemours made up 0.32% of Sound View Wealth Advisors's portfolio in Q1 2019, its #84 holding.
  • Sound View Wealth Advisors first reported a position in DuPont de Nemours in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's DuPont de Nemours position peaked at $1.12M in Q4 2018.
  • 1,832 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.