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AMJ Financial Wealth Management’s DuPont de Nemours DD Stock Holding History

AMJ Financial 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
2023
Q4 		– Sell
-51,986
Closed -$4.87M – 73
2023
Q3 		$4.87M Sell
51,986
-6,833
-12% -$642K 2.24% 24
2023
Q2 		$5.27M Buy
+58,819
New +$5.06M 2.32% 21

Other funds holding DD

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

AMJ Financial Wealth Management's DD Position: Q4 2023 in Review

AMJ Financial Wealth Management sold out of DuPont de Nemours (DD) in Q4 2023, closing a stake of 51,986 shares — an estimated $4.87M sold.

AMJ Financial Wealth Management first reported a position in DD in Q2 2023 and held it in 2 quarters. The position peaked at $5.27M in Q2 2023. 1,362 funds tracked by Wall St. Rank hold DD as of Q4 2023.

  • AMJ Financial Wealth Management reported no remaining DuPont de Nemours position as of Q4 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 51,986 DuPont de Nemours shares in Q4 2023, an estimated $4.87M.
  • AMJ Financial Wealth Management first reported a position in DuPont de Nemours in Q2 2023 and held it in 2 quarters.
  • AMJ Financial Wealth Management's DuPont de Nemours position peaked at $5.27M in Q2 2023.
  • 1,362 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.