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Summit Financial Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Summit Financial 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
Q2 		– Sell
-25,332
Closed -$2.4M – 153
2019
Q1 		$2.4M Buy
25,332
+2,726
+12% +$378K 0.63% 48
2018
Q4 		$3.06M Sell
22,606
-18,809
-45% -$2.7M 0.99% 29
2018
Q3 		$6.18M Buy
41,415
+2,657
+7% +$457K 1.85% 10
2018
Q2 		$6.25M Sell
38,758
-454
-1% -$76K 2.09% 9
2018
Q1 		$6.33M Buy
39,212
+1,483
+4% +$268K 2.08% 9
2017
Q4 		$6.8M Buy
37,729
+1,261
+3% +$227K 2.34% 9
2017
Q3 		$6.39M Buy
36,468
+5,941
+19% +$991K 2.33% 7
2017
Q2 		$4.88M Buy
30,527
+3,085
+11% +$490K 1.93% 8
2017
Q1 		$4.42M Buy
27,442
+2,973
+12% +$462K 1.93% 8
2016
Q4 		$3.55M Sell
24,469
-1,173
-5% -$163K 1.56% 16
2016
Q3 		$3.37M Buy
25,642
+7,596
+42% +$1.01M 1.46% 20
2016
Q2 		$2.27M Buy
18,046
+14,271
+378% +$1.88M 0.95% 34
2016
Q1 		$486K Buy
3,775
+454
+14% +$54.4K 0.21% 84
2015
Q4 		$433K Buy
+3,321
New +$426K 0.2% 94
2015
Q3 		– Sell
-116
Closed -$15K – 226
2015
Q2 		$15K Hold
116
– – 0.01% 211
2015
Q1 		$15K Sell
116
-336
-74% -$39.9K 0.01% 180
2014
Q4 		$52K Buy
+452
New +$55.1K 0.04% 119

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
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 $1.56T 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

Summit Financial Wealth Advisors's DD Position: Q2 2019 in Review

Summit Financial Wealth Advisors sold out of DuPont de Nemours (DD) in Q2 2019, closing a stake of 25,332 shares — an estimated $2.4M sold.

Summit Financial Wealth Advisors first reported a position in DD in Q4 2014 and held it in 17 quarters. The position peaked at $6.8M in Q4 2017. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

  • Summit Financial Wealth Advisors reported no remaining DuPont de Nemours position as of Q2 2019 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 25,332 DuPont de Nemours shares in Q2 2019, an estimated $2.4M.
  • Summit Financial Wealth Advisors first reported a position in DuPont de Nemours in Q4 2014 and held it in 17 quarters.
  • Summit Financial Wealth Advisors's DuPont de Nemours position peaked at $6.8M in Q4 2017.
  • 1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.