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SVA Wealth Management’s DuPont de Nemours DD Stock Holding History

SVA 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
-3,861
Closed -$311K – 192
2019
Q4 		$311K Sell
3,861
-3,206
-45% -$266K 0.03% 176
2019
Q3 		$633K Buy
7,067
+189
+3% +$16.6K 0.06% 136
2019
Q2 		$648K Sell
6,878
-4,559
-40% -$544K 0.06% 136
2019
Q1 		$1.54M Buy
11,437
+1,343
+13% +$186K 0.15% 109
2018
Q4 		$1.37M Sell
10,094
-4,365
-30% -$627K 0.15% 102
2018
Q3 		$2.35M Buy
14,459
+49
+0.3% +$8.43K 0.24% 85
2018
Q2 		$2.41M Buy
14,410
+12,178
+546% +$2.04M 0.26% 81
2018
Q1 		$391K Buy
2,232
+504
+29% +$91.2K 0.05% 158
2017
Q4 		$312K Sell
1,728
-504
-23% -$90.8K 0.04% 175
2017
Q3 		$391K Buy
+2,232
New +$372K 0.05% 158
2016
Q4 		– Sell
-1,834
Closed -$241K – 199
2016
Q3 		$241K Buy
+1,834
New +$245K 0.04% 181

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

SVA Wealth Management's DD Position: Q1 2020 in Review

SVA Wealth Management sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 3,861 shares — an estimated $311K sold.

SVA Wealth Management first reported a position in DD in Q3 2016 and held it in 11 quarters. The position peaked at $2.41M in Q2 2018. 1,084 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • SVA Wealth Management reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • SVA Wealth Management sold 3,861 DuPont de Nemours shares in Q1 2020, an estimated $311K.
  • SVA Wealth Management first reported a position in DuPont de Nemours in Q3 2016 and held it in 11 quarters.
  • SVA Wealth Management's DuPont de Nemours position peaked at $2.41M in Q2 2018.
  • 1,084 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on SVA Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.