AWM
DD icon

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

Aries 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
2020
Q1 		– Sell
-5,859
Closed -$454K – 136
2019
Q4 		$454K Sell
5,859
-399
-6% -$33.1K 0.28% 88
2019
Q3 		$512K Sell
6,258
-807
-11% -$71.1K 0.34% 73
2019
Q2 		$654K Sell
7,065
-3,562
-34% -$425K 0.46% 63
2019
Q1 		$1.44M Sell
10,627
-237
-2% -$32.9K 1.07% 29
2018
Q4 		$1.47M Sell
10,864
-297
-3% -$42.7K 1.56% 16
2018
Q3 		$1.82M Buy
11,161
+15
+0.1% +$2.58K 1.63% 16
2018
Q2 		$1.94M Sell
11,146
-158
-1% -$26.5K 1.79% 13
2018
Q1 		$1.89M Buy
11,304
+197
+2% +$35.6K 1.83% 15
2017
Q4 		$2.14M Buy
+11,107
New +$2M 1.97% 11

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return