TRUE Private Wealth Advisors’s DuPont de Nemours DD Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-272	Closed	-$24K	–	340
2020 Q4	$24K	Hold	272	–	–	﹤0.01%	425
2020 Q3	$18K	Sell	272 -271	-50%	-$19K	﹤0.01%	421
2020 Q2	$36K	Buy	543 +159	+41%	+$9.29K	0.01%	350
2020 Q1	$16K	Sell	384 -832	-68%	-$50.9K	﹤0.01%	395
2019 Q4	$97K	Buy	+1,216	New	+$101K	0.01%	292
2019 Q3	–	Sell	-1,488	Closed	-$140K	–	336
2019 Q2	$140K	Sell	1,488 -820	-36%	-$97.9K	0.02%	231
2019 Q1	$311K	Sell	2,308 -339	-13%	-$47K	0.06%	148
2018 Q4	$358K	Sell	2,647 -527	-17%	-$75.7K	0.06%	168
2018 Q3	$517K	Buy	3,174 +14	+0.4%	+$2.41K	0.07%	164
2018 Q2	$527K	Buy	3,160 +325	+11%	+$54.4K	0.08%	159
2018 Q1	$457K	Hold	2,835	–	–	0.08%	145
2017 Q4	$511K	Buy	2,835 +894	+46%	+$161K	0.09%	123
2017 Q3	$340K	Buy	+1,941	New	+$324K	0.08%	113

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's DD Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of DuPont de Nemours (DD) in Q1 2021, closing a stake of 272 shares — an estimated $24K sold.

TRUE Private Wealth Advisors first reported a position in DD in Q3 2017 and held it in 13 quarters. The position peaked at $527K in Q2 2018. 1,295 funds tracked by Wall St. Rank hold DD as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining DuPont de Nemours position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 272 DuPont de Nemours shares in Q1 2021, an estimated $24K.
TRUE Private Wealth Advisors first reported a position in DuPont de Nemours in Q3 2017 and held it in 13 quarters.
TRUE Private Wealth Advisors's DuPont de Nemours position peaked at $527K in Q2 2018.
1,295 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.