APW
DD icon

Axim Planning & Wealth’s DuPont de Nemours DD Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-887
Closed -$56K – 55
2022
Q3 		$56K Sell
887
-133
-13% -$9.49K 0.06% 43
2022
Q2 		$71K Buy
+1,020
New +$83.5K 0.06% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Axim Planning & Wealth's DD Position: Q4 2022 in Review

Axim Planning & Wealth sold out of DuPont de Nemours (DD) in Q4 2022, closing a stake of 887 shares — an estimated $56K sold.

Axim Planning & Wealth first reported a position in DD in Q2 2022 and held it in 2 quarters. The position peaked at $71K in Q2 2022. 1,306 funds tracked by Wall St. Rank hold DD as of Q4 2022.

  • Axim Planning & Wealth reported no remaining DuPont de Nemours position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 887 DuPont de Nemours shares in Q4 2022, an estimated $56K.
  • Axim Planning & Wealth first reported a position in DuPont de Nemours in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's DuPont de Nemours position peaked at $71K in Q2 2022.
  • 1,306 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.