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Wealthspire Advisors (Maryland)’s DuPont de Nemours DD Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$306K Sell
4,387
-1,227
-22% -$86K 0.01% 341
2020
Q2 		$374K Buy
5,614
+759
+16% +$44.3K 0.03% 304
2020
Q1 		$208K Sell
4,855
-1,311
-21% -$80.2K 0.02% 379
2019
Q4 		$497K Sell
6,166
-964
-14% -$80K 0.03% 280
2019
Q3 		$638K Buy
7,130
+133
+2% +$11.7K 0.05% 219
2019
Q2 		$659K Sell
6,997
-4,742
-40% -$566K 0.05% 208
2019
Q1 		$1.58M Buy
11,739
+99
+0.9% +$13.7K 0.12% 102
2018
Q4 		$1.58M Buy
11,640
+433
+4% +$62.2K 0.14% 91
2018
Q3 		$1.82M Sell
11,207
-634
-5% -$109K 0.15% 90
2018
Q2 		$1.98M Sell
11,841
-73
-0.6% -$12.2K 0.18% 78
2018
Q1 		$1.92M Buy
11,914
+88
+0.7% +$15.9K 0.18% 81
2017
Q4 		$2.13M Buy
11,826
+618
+6% +$111K 0.21% 76
2017
Q3 		$1.97M Buy
11,208
+5,834
+109% +$973K 0.21% 75
2017
Q2 		$858K Buy
5,374
+98
+2% +$15.6K 0.1% 135
2017
Q1 		$849K Buy
5,276
+346
+7% +$53.7K 0.12% 112
2016
Q4 		$714K Sell
4,930
-936
-16% -$130K 0.11% 128
2016
Q3 		$770K Sell
5,866
-111
-2% -$14.8K 0.12% 121
2016
Q2 		$752K Buy
5,977
+575
+11% +$75.6K 0.13% 124
2016
Q1 		$696K Buy
5,402
+887
+20% +$106K 0.12% 120
2015
Q4 		$589K Buy
+4,515
New +$580K 0.11% 133

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its DuPont de Nemours (DD) stake by 22% in Q3 2020, selling an estimated $86K and leaving 4,387 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #341.

Wealthspire Advisors (Maryland) first reported a position in DD in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.13M in Q4 2017. 1,186 funds tracked by Wall St. Rank hold DD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,387 shares of DuPont de Nemours worth $306K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,227 DuPont de Nemours shares in Q3 2020, an estimated $86K.
  • DuPont de Nemours made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #341 holding.
  • Wealthspire Advisors (Maryland) first reported a position in DuPont de Nemours in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s DuPont de Nemours position peaked at $2.13M in Q4 2017.
  • 1,186 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.