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Wealthstreet Investment Advisors’s DuPont de Nemours DD Stock Holding History

Wealthstreet Investment 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
Q2 		– Sell
-10,154
Closed -$985K – 143
2021
Q1 		$985K Sell
10,154
-672
-6% -$64.4K 0.1% 170
2020
Q4 		$967K Sell
10,826
-1,089
-9% -$85.5K 0.1% 167
2020
Q3 		$829K Sell
11,915
-1,176
-9% -$82.4K 0.09% 167
2020
Q2 		$873K Sell
13,091
-3,470
-21% -$203K 0.11% 153
2020
Q1 		$709K Sell
16,561
-5,112
-24% -$313K 0.1% 153
2019
Q4 		$1.75M Sell
21,673
-402
-2% -$33.4K 0.2% 109
2019
Q3 		$1.87M Sell
22,075
-12,047
-35% -$1.06M 0.24% 96
2019
Q2 		$3.21M Sell
34,122
-17,285
-34% -$2.06M 0.42% 66
2019
Q1 		$6.94M Sell
51,407
-2,056
-4% -$285K 0.92% 30
2018
Q4 		$7.87M Sell
53,463
-5,491
-9% -$789K 1.1% 21
2018
Q3 		$9.6M Sell
58,954
-1,043
-2% -$179K 1.18% 19
2018
Q2 		$10M Buy
59,997
+1,122
+2% +$188K 1.32% 18
2018
Q1 		$9.5M Sell
58,875
-334
-0.6% -$60.4K 1.19% 19
2017
Q4 		$10.7M Buy
+59,209
New +$10.7M 1.29% 14

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthstreet Investment Advisors's DD Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of DuPont de Nemours (DD) in Q2 2021, closing a stake of 10,154 shares — an estimated $985K sold.

Wealthstreet Investment Advisors first reported a position in DD in Q4 2017 and held it in 14 quarters. The position peaked at $10.7M in Q4 2017. 1,308 funds tracked by Wall St. Rank hold DD as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining DuPont de Nemours position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 10,154 DuPont de Nemours shares in Q2 2021, an estimated $985K.
  • Wealthstreet Investment Advisors first reported a position in DuPont de Nemours in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's DuPont de Nemours position peaked at $10.7M in Q4 2017.
  • 1,308 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.