AWE
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Avidian Wealth Enterprises’s DuPont de Nemours DD Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-7,917
Closed -$713K – 428
2023
Q1 		$713K Buy
7,917
+95
+1% +$8.66K 0.04% 239
2022
Q4 		$674K Hold
7,822
– – 0.04% 233
2022
Q3 		$495K Sell
7,822
-419
-5% -$29.9K 0.04% 235
2022
Q2 		$575K Buy
8,241
+5
+0.1% +$409 0.04% 247
2022
Q1 		$761K Sell
8,236
-2
-0% -$195 0.05% 234
2021
Q4 		$835K Buy
8,238
+251
+3% +$23.9K 0.05% 215
2021
Q3 		$682K Sell
7,987
-16
-0.2% -$1.48K 0.05% 172
2021
Q2 		$778K Buy
8,003
+493
+7% +$49.5K 0.06% 153
2021
Q1 		$729K Sell
7,510
-36
-0.5% -$3.45K 0.06% 158
2020
Q4 		$674K Sell
7,546
-1,006
-12% -$79K 0.06% 146
2020
Q3 		$596K Hold
8,552
– – 0.07% 139
2020
Q2 		$570K Buy
8,552
+3,260
+62% +$190K 0.08% 128
2020
Q1 		$227K Buy
+5,292
New +$324K 0.04% 180
2018
Q1 		– Sell
-1,303
Closed -$235 – 104
2017
Q4 		$235 Sell
1,303
-677
-34% -$122K 0.06% 91
2017
Q3 		$347K Buy
+1,980
New +$330K 0.13% 59
2017
Q2 		– Sell
-1,498
Closed -$241K – 92
2017
Q1 		$241K Hold
1,498
– – 0.09% 71
2016
Q4 		$217K Sell
1,498
-170
-10% -$23.7K 0.09% 76
2016
Q3 		$219K Buy
+1,668
New +$222K 0.09% 69
2016
Q1 		– Sell
-2,140
Closed -$279K – 81
2015
Q4 		$279K Buy
+2,140
New +$275K 0.14% 29

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BNP Paribas Financial Markets
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Avidian Wealth Enterprises's DD Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of DuPont de Nemours (DD) in Q2 2023, closing a stake of 7,917 shares — an estimated $713K sold.

Avidian Wealth Enterprises first reported a position in DD in Q4 2015 and held it in 19 quarters. The position peaked at $835K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold DD as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining DuPont de Nemours position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7,917 DuPont de Nemours shares in Q2 2023, an estimated $713K.
  • Avidian Wealth Enterprises first reported a position in DuPont de Nemours in Q4 2015 and held it in 19 quarters.
  • Avidian Wealth Enterprises's DuPont de Nemours position peaked at $835K in Q4 2021.
  • 1,286 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.