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V Wealth Advisors’s DuPont de Nemours DD Stock Holding History

V 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
2022
Q3 		– Sell
-3,497
Closed -$244K – 384
2022
Q2 		$244K Buy
+3,497
New +$286K 0.05% 350
2019
Q2 		– Sell
-2,180
Closed -$213K – 275
2019
Q1 		$213K Buy
2,180
+117
+6% +$16.2K 0.09% 233
2018
Q4 		$289K Sell
2,063
-189
-8% -$27.1K 0.15% 156
2018
Q3 		$366K Sell
2,252
-7
-0.3% -$1.2K 0.17% 149
2018
Q2 		$388K Buy
2,259
+124
+6% +$20.8K 0.22% 116
2018
Q1 		$336K Buy
2,135
+10
+0.5% +$1.81K 0.18% 135
2017
Q4 		$403K Buy
2,125
+355
+20% +$63.9K 0.2% 120
2017
Q3 		$310K Buy
1,770
+172
+11% +$28.7K 0.16% 132
2017
Q2 		$256K Sell
1,598
-561
-26% -$89.1K 0.12% 155
2017
Q1 		$346K Buy
2,159
+366
+20% +$56.8K 0.21% 121
2016
Q4 		$261K Sell
1,793
-28
-2% -$3.9K 0.19% 145
2016
Q3 		$238K Sell
1,821
-77
-4% -$10.3K 0.19% 145
2016
Q2 		$239K Sell
1,898
-314
-14% -$41.3K 0.2% 138
2016
Q1 		$289K Buy
+2,212
New +$265K 0.23% 98

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

V Wealth Advisors's DD Position: Q3 2022 in Review

V Wealth Advisors sold out of DuPont de Nemours (DD) in Q3 2022, closing a stake of 3,497 shares — an estimated $244K sold.

V Wealth Advisors first reported a position in DD in Q1 2016 and held it in 14 quarters. The position peaked at $403K in Q4 2017. 1,197 funds tracked by Wall St. Rank hold DD as of Q3 2022.

  • V Wealth Advisors reported no remaining DuPont de Nemours position as of Q3 2022 after selling out during the quarter.
  • V Wealth Advisors sold 3,497 DuPont de Nemours shares in Q3 2022, an estimated $244K.
  • V Wealth Advisors first reported a position in DuPont de Nemours in Q1 2016 and held it in 14 quarters.
  • V Wealth Advisors's DuPont de Nemours position peaked at $403K in Q4 2017.
  • 1,197 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.