Acima Private Wealth’s DuPont de Nemours DD Stock Holding History

Acima Private Wealth’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
2023 Q4	–	Sell	-30	Closed	-$2.83K	–	243
2023 Q3	$2.83K	Hold	30	–	–	﹤0.01%	239
2023 Q2	$2.71K	Hold	30	–	–	﹤0.01%	249
2023 Q1	$2.73K	Buy	+30	New	+$2.74K	﹤0.01%	265
2021 Q4	–	Sell	-761	Closed	-$65K	–	237
2021 Q3	$65K	Hold	761	–	–	0.03%	157
2021 Q2	$74K	Hold	761	–	–	0.03%	151
2021 Q1	$74K	Hold	761	–	–	0.04%	150
2020 Q4	$68K	Hold	761	–	–	0.04%	147
2020 Q3	$53K	Sell	761 -13	-2%	-$911	0.03%	149
2020 Q2	$52K	Hold	774	–	–	0.03%	159
2020 Q1	$33K	Hold	774	–	–	0.03%	173
2019 Q4	$62K	Hold	774	–	–	0.04%	182
2019 Q3	$69K	Buy	774 +82	+12%	+$7.22K	0.05%	173
2019 Q2	$65K	Sell	692 -458	-40%	-$54.7K	0.05%	165
2019 Q1	$155K	Buy	1,150 +121	+12%	+$16.8K	0.13%	134
2018 Q4	$139K	Buy	+1,029	New	+$148K	0.14%	131

Other funds holding DD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Acima Private Wealth's DD Position: Q4 2023 in Review

Acima Private Wealth sold out of DuPont de Nemours (DD) in Q4 2023, closing a stake of 30 shares — an estimated $2.83K sold.

Acima Private Wealth first reported a position in DD in Q4 2018 and held it in 15 quarters. The position peaked at $155K in Q1 2019. 1,364 funds tracked by Wall St. Rank hold DD as of Q4 2023.

Acima Private Wealth reported no remaining DuPont de Nemours position as of Q4 2023 after selling out during the quarter.
Acima Private Wealth sold 30 DuPont de Nemours shares in Q4 2023, an estimated $2.83K.
Acima Private Wealth first reported a position in DuPont de Nemours in Q4 2018 and held it in 15 quarters.
Acima Private Wealth's DuPont de Nemours position peaked at $155K in Q1 2019.
1,364 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.