AWM
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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Aries Wealth Management's DD Position: Q1 2020 in Review

Aries Wealth Management sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 5,859 shares — an estimated $454K sold.

Aries Wealth Management first reported a position in DD in Q4 2017 and held it in 9 quarters. The position peaked at $2.14M in Q4 2017. 1,084 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • Aries Wealth Management reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • Aries Wealth Management sold 5,859 DuPont de Nemours shares in Q1 2020, an estimated $454K.
  • Aries Wealth Management first reported a position in DuPont de Nemours in Q4 2017 and held it in 9 quarters.
  • Aries Wealth Management's DuPont de Nemours position peaked at $2.14M in Q4 2017.
  • 1,084 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on Aries Wealth Management's 13F filing for Q1 2020, filed 9 Apr 2020.