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Bison Wealth’s DuPont de Nemours DD Stock Holding History

Bison 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
2024
Q4 		– Sell
-1,883
Closed -$211K – 344
2024
Q3 		$211K Buy
+1,883
New +$192K 0.03% 390
2020
Q1 		– Sell
-2,513
Closed -$203K – 351
2019
Q4 		$203K Buy
2,513
+17
+0.7% +$1.41K 0.1% 229
2019
Q3 		$223K Sell
2,496
-192
-7% -$16.9K 0.12% 193
2019
Q2 		$253K Sell
2,688
-1,157
-30% -$138K 0.15% 170
2019
Q1 		$519K Buy
3,845
+92
+2% +$12.8K 0.32% 88
2018
Q4 		$508K Buy
3,753
+72
+2% +$10.3K 0.37% 80
2018
Q3 		$600K Sell
3,681
-104
-3% -$17.9K 0.39% 69
2018
Q2 		$632K Buy
3,785
+596
+19% +$99.8K 0.47% 56
2018
Q1 		$515K Sell
3,189
-278
-8% -$50.3K 0.39% 68
2017
Q4 		$625K Buy
+3,467
New +$624K 0.46% 64
2017
Q3 		– Sell
-1,727
Closed -$276K – 199
2017
Q2 		$276K Sell
1,727
-496
-22% -$78.8K 0.23% 122
2017
Q1 		$358K Sell
2,223
-27
-1% -$4.19K 0.31% 92
2016
Q4 		$326K Buy
2,250
+1
+0% +$139 0.28% 103
2016
Q3 		$295K Sell
2,249
-180
-7% -$24K 0.25% 113
2016
Q2 		$306K Buy
2,429
+111
+5% +$14.6K 0.18% 136
2016
Q1 		$299K Sell
2,318
-826
-26% -$99K 0.19% 133
2015
Q4 		$410K Sell
3,144
-42
-1% -$5.39K 0.23% 132
2015
Q3 		$342K Buy
3,186
+432
+16% +$50.1K 0.23% 138
2015
Q2 		$357K Sell
2,754
-84
-3% -$10.9K 0.21% 136
2015
Q1 		$345K Buy
2,838
+561
+25% +$66.6K 0.21% 143
2014
Q4 		$263K Buy
+2,277
New +$277K 0.2% 141

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bison Wealth's DD Position: Q4 2024 in Review

Bison Wealth sold out of DuPont de Nemours (DD) in Q4 2024, closing a stake of 1,883 shares — an estimated $211K sold.

Bison Wealth first reported a position in DD in Q4 2014 and held it in 21 quarters. The position peaked at $632K in Q2 2018. 1,415 funds tracked by Wall St. Rank hold DD as of Q4 2024.

  • Bison Wealth reported no remaining DuPont de Nemours position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 1,883 DuPont de Nemours shares in Q4 2024, an estimated $211K.
  • Bison Wealth first reported a position in DuPont de Nemours in Q4 2014 and held it in 21 quarters.
  • Bison Wealth's DuPont de Nemours position peaked at $632K in Q2 2018.
  • 1,415 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.