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Amplius Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Amplius Wealth Advisors’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
2024
Q2 		– Sell
-6,655
Closed -$640K – 173
2024
Q1 		$640K Buy
6,655
+32
+0.5% +$2.85K 0.07% 88
2023
Q4 		$640K Buy
6,623
+3
+0% +$273 0.08% 83
2023
Q3 		$620K Buy
6,620
+42
+0.6% +$3.95K 0.08% 85
2023
Q2 		$590K Sell
6,578
-24
-0.4% -$2.06K 0.08% 87
2023
Q1 		$595K Buy
6,602
+148
+2% +$13.5K 0.09% 84
2022
Q4 		$556K Buy
6,454
+171
+3% +$13.7K 0.09% 81
2022
Q3 		$397K Buy
6,283
+9
+0.1% +$642 0.07% 100
2022
Q2 		$437K Buy
+6,274
New +$513K 0.07% 103
2022
Q1 		– Sell
-677
Closed -$68K – 341
2021
Q4 		$68K Buy
+677
New +$64.4K 0.01% 290

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amplius Wealth Advisors's DD Position: Q2 2024 in Review

Amplius Wealth Advisors sold out of DuPont de Nemours (DD) in Q2 2024, closing a stake of 6,655 shares — an estimated $640K sold.

Amplius Wealth Advisors first reported a position in DD in Q4 2021 and held it in 9 quarters. The position peaked at $640K in Q1 2024. 1,382 funds tracked by Wall St. Rank hold DD as of Q2 2024.

  • Amplius Wealth Advisors reported no remaining DuPont de Nemours position as of Q2 2024 after selling out during the quarter.
  • Amplius Wealth Advisors sold 6,655 DuPont de Nemours shares in Q2 2024, an estimated $640K.
  • Amplius Wealth Advisors first reported a position in DuPont de Nemours in Q4 2021 and held it in 9 quarters.
  • Amplius Wealth Advisors's DuPont de Nemours position peaked at $640K in Q1 2024.
  • 1,382 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2024.

Based on Amplius Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.