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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

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

Fidelity Investments

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

Bank of America

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