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

BerganKDV 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
2023
Q2 		$17.1K Sell
190
-24
-11% -$2.06K ﹤0.01% 506
2023
Q1 		$19.2K Buy
214
+1
+0.5% +$91 ﹤0.01% 521
2022
Q4 		$18.4K Sell
213
-127
-37% -$10.1K ﹤0.01% 506
2022
Q3 		$22K Sell
340
-5
-1% -$357 ﹤0.01% 478
2022
Q2 		$24K Hold
345
– – ﹤0.01% 475
2022
Q1 		$32K Sell
345
-37
-10% -$3.61K ﹤0.01% 449
2021
Q4 		$39K Buy
382
+16
+4% +$1.52K ﹤0.01% 458
2021
Q3 		$31K Sell
366
-18
-5% -$1.67K ﹤0.01% 461
2021
Q2 		$37K Buy
384
+33
+9% +$3.31K ﹤0.01% 430
2021
Q1 		$34K Hold
351
– – ﹤0.01% 415
2020
Q4 		$31K Sell
351
-196
-36% -$15.4K ﹤0.01% 406
2020
Q3 		$38K Sell
547
-132
-19% -$9.25K 0.01% 362
2020
Q2 		$45K Sell
679
-349
-34% -$20.4K 0.01% 363
2020
Q1 		$44K Buy
1,028
+170
+20% +$10.4K 0.01% 332
2019
Q4 		$69K Sell
858
-14
-2% -$1.16K 0.01% 313
2019
Q3 		$78K Hold
872
– – 0.02% 281
2019
Q2 		$82K Sell
872
-13,346
-94% -$1.59M 0.02% 283
2019
Q1 		$1.92M Buy
14,218
+2,300
+19% +$319K 0.39% 57
2018
Q4 		$1.61M Buy
11,918
+144
+1% +$20.7K 0.38% 55
2018
Q3 		$1.92M Buy
11,774
+352
+3% +$60.6K 0.41% 46
2018
Q2 		$1.91M Buy
11,422
+169
+2% +$28.3K 0.43% 40
2018
Q1 		$1.82M Sell
11,253
-222
-2% -$40.2K 0.5% 33
2017
Q4 		$2.07M Sell
11,475
-609
-5% -$110K 0.49% 30
2017
Q3 		$2.12M Buy
12,084
+296
+3% +$49.4K 0.53% 30
2017
Q2 		$1.88M Buy
11,788
+126
+1% +$20K 0.53% 24
2017
Q1 		$1.88M Buy
11,662
+613
+6% +$95.2K 0.56% 24
2016
Q4 		$1.6M Sell
11,049
-505
-4% -$70.3K 0.53% 26
2016
Q3 		$1.52M Sell
11,554
-998
-8% -$133K 0.52% 34
2016
Q2 		$1.58M Buy
12,552
+1,842
+17% +$242K 0.68% 32
2016
Q1 		$1.38M Buy
+10,710
New +$1.28M 0.83% 27

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

BerganKDV Wealth Management's DD Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its DuPont de Nemours (DD) stake by 11% in Q2 2023, selling an estimated $2.06K and leaving 190 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

BerganKDV Wealth Management first reported a position in DD in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.12M in Q3 2017. 1,286 funds tracked by Wall St. Rank hold DD as of Q2 2023.

  • BerganKDV Wealth Management held 190 shares of DuPont de Nemours worth $17.1K as of Q2 2023.
  • BerganKDV Wealth Management sold 24 DuPont de Nemours shares in Q2 2023, an estimated $2.06K.
  • DuPont de Nemours made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #506 holding.
  • BerganKDV Wealth Management first reported a position in DuPont de Nemours in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's DuPont de Nemours position peaked at $2.12M in Q3 2017.
  • 1,286 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.