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

BDO 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
2023
Q2 		$18.6K Buy
208
+80
+63% +$6.88K ﹤0.01% 586
2023
Q1 		$11.6K Sell
128
-23
-15% -$2.1K ﹤0.01% 674
2022
Q4 		$13K Hold
151
– – ﹤0.01% 648
2022
Q3 		$10K Sell
151
-27
-15% -$1.93K ﹤0.01% 702
2022
Q2 		$12K Hold
178
– – ﹤0.01% 647
2022
Q1 		$16K Buy
178
+5
+3% +$488 ﹤0.01% 635
2021
Q4 		$18K Buy
173
+59
+52% +$5.62K ﹤0.01% 636
2021
Q3 		$10K Hold
114
– – ﹤0.01% 723
2021
Q2 		$11K Sell
114
-38
-25% -$3.82K ﹤0.01% 733
2021
Q1 		$15K Sell
152
-10
-6% -$958 ﹤0.01% 659
2020
Q4 		$14K Hold
162
– – ﹤0.01% 512
2020
Q3 		$11K Sell
162
-422
-72% -$29.6K ﹤0.01% 479
2020
Q2 		$39K Sell
584
-140
-19% -$8.18K 0.01% 354
2020
Q1 		$31K Buy
+724
New +$44.3K 0.01% 385
2019
Q1 		– Sell
-1,108
Closed -$150K – 619
2018
Q4 		$150K Sell
1,108
-118
-10% -$16.9K 0.05% 172
2018
Q3 		$200K Sell
1,226
-142
-10% -$24.4K 0.06% 159
2018
Q2 		$228K Buy
1,368
+203
+17% +$34K 0.08% 144
2018
Q1 		$188K Sell
1,165
-48
-4% -$8.68K 0.07% 134
2017
Q4 		$219K Buy
1,213
+6
+0.5% +$1.08K 0.1% 106
2017
Q3 		$212K Buy
1,207
+446
+59% +$74.4K 0.11% 105
2017
Q2 		$121K Buy
+761
New +$121K 0.05% 153

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BDO Wealth Advisors's DD Position: Q2 2023 in Review

BDO Wealth Advisors increased its DuPont de Nemours (DD) stake by 63% in Q2 2023, buying an estimated $6.88K and bringing the position to 208 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

BDO Wealth Advisors first reported a position in DD in Q2 2017 and has held it in 21 quarters since. The position peaked at $228K in Q2 2018. 1,286 funds tracked by Wall St. Rank hold DD as of Q2 2023.

  • BDO Wealth Advisors held 208 shares of DuPont de Nemours worth $18.6K as of Q2 2023.
  • BDO Wealth Advisors bought 80 DuPont de Nemours shares in Q2 2023, an estimated $6.88K.
  • DuPont de Nemours made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #586 holding.
  • BDO Wealth Advisors first reported a position in DuPont de Nemours in Q2 2017 and has held it in 21 quarters since.
  • BDO Wealth Advisors's DuPont de Nemours position peaked at $228K in Q2 2018.
  • 1,286 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.