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

Altium 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 Q2	$520K	Hold	7,457	–	–	0.04%	233
2022 Q1	$689K	Buy	7,457 +2,092	+39%	+$204K	0.04%	207
2021 Q4	$544K	Buy	5,365 +160	+3%	+$15.2K	0.04%	236
2021 Q3	$444K	Buy	5,205 +102	+2%	+$9.45K	0.03%	245
2021 Q2	$496K	Buy	5,103 +1,007	+25%	+$101K	0.04%	230
2021 Q1	$397K	Buy	4,096 +1,057	+35%	+$101K	0.03%	259
2020 Q4	$271K	Buy	+3,039	New	+$239K	0.02%	300
2020 Q1	–	Sell	-3,471	Closed	-$280K	–	334
2019 Q4	$280K	Buy	3,471 +372	+12%	+$30.9K	0.03%	230
2019 Q3	$277K	Buy	3,099 +127	+4%	+$11.2K	0.04%	224
2019 Q2	$280K	Sell	2,972 -1,332	-31%	-$159K	0.04%	223
2019 Q1	$581K	Sell	4,304 -158	-4%	-$21.9K	0.09%	146
2018 Q4	$604K	Buy	4,462 +719	+19%	+$103K	0.12%	128
2018 Q3	$610K	Buy	3,743 +852	+29%	+$147K	0.12%	139
2018 Q2	$483K	Buy	2,891 +332	+13%	+$55.6K	0.13%	120
2018 Q1	$413K	Buy	2,559 +407	+19%	+$73.6K	0.16%	100
2017 Q4	$388K	Buy	+2,152	New	+$388K	0.18%	94

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Altium Wealth Management's DD Position: Q2 2022 in Review

Altium Wealth Management held its DuPont de Nemours (DD) position steady in Q2 2022 at 7,457 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #233.

Altium Wealth Management first reported a position in DD in Q4 2017 and has held it in 16 quarters since. The position peaked at $689K in Q1 2022. 1,250 funds tracked by Wall St. Rank hold DD as of Q2 2022.

Altium Wealth Management held 7,457 shares of DuPont de Nemours worth $520K as of Q2 2022.
Altium Wealth Management left its DuPont de Nemours share count unchanged in Q2 2022.
DuPont de Nemours made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #233 holding.
Altium Wealth Management first reported a position in DuPont de Nemours in Q4 2017 and has held it in 16 quarters since.
Altium Wealth Management's DuPont de Nemours position peaked at $689K in Q1 2022.
1,250 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.