Wealthquest’s DuPont de Nemours DD Stock Holding History

Wealthquest’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	-2,224	Closed	-$300K	–	129
2019 Q1	$300K	Hold	2,224	–	–	0.11%	96
2018 Q4	$301K	Buy	+2,224	New	+$319K	0.12%	96

Other funds holding DD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthquest's DD Position: Q2 2019 in Review

Wealthquest sold out of DuPont de Nemours (DD) in Q2 2019, closing a stake of 2,224 shares — an estimated $300K sold.

Wealthquest first reported a position in DD in Q4 2018 and held it in 2 quarters. The position peaked at $301K in Q4 2018. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

Wealthquest reported no remaining DuPont de Nemours position as of Q2 2019 after selling out during the quarter.
Wealthquest sold 2,224 DuPont de Nemours shares in Q2 2019, an estimated $300K.
Wealthquest first reported a position in DuPont de Nemours in Q4 2018 and held it in 2 quarters.
Wealthquest's DuPont de Nemours position peaked at $301K in Q4 2018.
1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Wealthquest's 13F filing for Q2 2019, filed 22 Jul 2019.