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Westover Capital Advisors’s DuPont de Nemours DD Stock Holding History

Westover Capital 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
-3,403
Closed -$237K – 158
2022
Q2 		$237K Hold
3,403
– – 0.09% 147
2022
Q1 		$314K Buy
+3,403
New +$332K 0.1% 137
2019
Q2 		– Sell
-2,757
Closed -$372K – 141
2019
Q1 		$372K Buy
2,757
+233
+9% +$32.3K 0.19% 86
2018
Q4 		$342K Buy
2,524
+38
+2% +$5.46K 0.21% 83
2018
Q3 		$405K Hold
2,486
– – 0.21% 83
2018
Q2 		$415K Sell
2,486
-229
-8% -$38.3K 0.22% 78
2018
Q1 		$438K Sell
2,715
-137
-5% -$24.8K 0.24% 81
2017
Q4 		$514K Sell
2,852
-93
-3% -$16.8K 0.28% 81
2017
Q3 		$516K Buy
+2,945
New +$491K 0.3% 78

Other funds holding DD

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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

Westover Capital Advisors's DD Position: Q3 2022 in Review

Westover Capital Advisors sold out of DuPont de Nemours (DD) in Q3 2022, closing a stake of 3,403 shares — an estimated $237K sold.

Westover Capital Advisors first reported a position in DD in Q3 2017 and held it in 9 quarters. The position peaked at $516K in Q3 2017. 1,197 funds tracked by Wall St. Rank hold DD as of Q3 2022.

  • Westover Capital Advisors reported no remaining DuPont de Nemours position as of Q3 2022 after selling out during the quarter.
  • Westover Capital Advisors sold 3,403 DuPont de Nemours shares in Q3 2022, an estimated $237K.
  • Westover Capital Advisors first reported a position in DuPont de Nemours in Q3 2017 and held it in 9 quarters.
  • Westover Capital Advisors's DuPont de Nemours position peaked at $516K in Q3 2017.
  • 1,197 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2022.

Based on Westover Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.