9258 Wealth Management’s DuPont de Nemours DD Stock Holding History

9258 Wealth Management’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 Q1	–	Sell	-2,216	Closed	-$225K	–	364
2021 Q4	$225K	Buy	+2,216	New	+$211K	0.05%	334
2021 Q3	–	Sell	-2,294	Closed	-$223K	–	349
2021 Q2	$223K	Buy	2,294 +214	+10%	+$21.5K	0.06%	312
2021 Q1	$202K	Sell	2,080 -348	-14%	-$33.4K	0.06%	311
2020 Q4	$217K	Buy	+2,428	New	+$191K	0.07%	276
2020 Q1	–	Sell	-2,621	Closed	-$211K	–	284
2019 Q4	$211K	Buy	+2,621	New	+$218K	0.08%	274
2019 Q2	–	Sell	-2,709	Closed	-$366K	–	184
2019 Q1	$366K	Buy	2,709 +246	+10%	+$34.1K	0.31%	105
2018 Q4	$334K	Buy	+2,463	New	+$354K	0.32%	102

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

9258 Wealth Management's DD Position: Q1 2022 in Review

9258 Wealth Management sold out of DuPont de Nemours (DD) in Q1 2022, closing a stake of 2,216 shares — an estimated $225K sold.

9258 Wealth Management first reported a position in DD in Q4 2018 and held it in 7 quarters. The position peaked at $366K in Q1 2019. 1,356 funds tracked by Wall St. Rank hold DD as of Q1 2022.

9258 Wealth Management reported no remaining DuPont de Nemours position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 2,216 DuPont de Nemours shares in Q1 2022, an estimated $225K.
9258 Wealth Management first reported a position in DuPont de Nemours in Q4 2018 and held it in 7 quarters.
9258 Wealth Management's DuPont de Nemours position peaked at $366K in Q1 2019.
1,356 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.