SIAP
DD

Sterling Investment Advisors (Pennsylvania)’s Du Pont De Nemours E I DD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-439
Closed -$24K – 584
2022
Q2 		$24K Hold
439
– – 0.01% 312
2022
Q1 		$32K Hold
439
– – 0.01% 312
2021
Q4 		$35K Hold
439
– – 0.01% 297
2021
Q3 		$30K Hold
439
– – 0.01% 313
2021
Q2 		$34K Sell
439
-15
-3% -$1.16K 0.01% 300
2021
Q1 		$35K Buy
454
+15
+3% +$1.16K 0.01% 270
2020
Q4 		$31K Sell
439
-234
-35% -$16.5K 0.01% 267
2020
Q3 		$37K Sell
673
-216
-24% -$11.9K 0.01% 243
2020
Q2 		$47K Sell
889
-50
-5% -$2.64K 0.02% 219
2020
Q1 		$32K Sell
939
-890
-49% -$30.3K 0.02% 227
2019
Q4 		$117K Sell
1,829
-2,106
-54% -$135K 0.05% 143
2019
Q3 		$281K Sell
3,935
-14,746
-79% -$1.05M 0.14% 91
2019
Q2 		$1.4M Buy
+18,681
New +$1.4M 0.72% 47
2017
Q3 		– Sell
-26,600
Closed -$2.15M – 386
2017
Q2 		$2.15M Sell
26,600
-100
-0.4% -$7.99K 1.43% 17
2017
Q1 		$2.15M Hold
26,700
– – 1.54% 15
2016
Q4 		$1.96M Buy
+26,700
New +$1.9M 1.57% 17

Other funds holding DD

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $153M AUM 34.88% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s DD Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Du Pont De Nemours E I (DD) in Q3 2022, closing a stake of 439 shares — an estimated $24K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in DD in Q4 2016 and held it in 16 quarters. The position peaked at $2.15M in Q2 2017. 8 funds tracked by Wall St. Rank hold DD as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Du Pont De Nemours E I position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 439 Du Pont De Nemours E I shares in Q3 2022, an estimated $24K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Du Pont De Nemours E I in Q4 2016 and held it in 16 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Du Pont De Nemours E I position peaked at $2.15M in Q2 2017.
  • 8 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.