Cassady Schiller Wealth Management’s DuPont de Nemours DD Stock Holding History

Cassady Schiller 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
2024 Q4	$39.2K	Buy	409 +9	+2%	+$936	0.01%	227
2024 Q3	$44.7K	Sell	400 -89	-18%	-$9.06K	0.02%	209
2024 Q2	$49.4K	Buy	489 +56	+13%	+$5.48K	0.02%	198
2024 Q1	$41.6K	Buy	433 +90	+26%	+$8.01K	0.02%	226
2023 Q4	$33.2K	Buy	343 +208	+154%	+$18.9K	0.02%	234
2023 Q3	$12.7K	Hold	135	–	–	0.01%	315
2023 Q2	$12.1K	Hold	135	–	–	0.01%	321
2023 Q1	$12.2K	Hold	135	–	–	0.01%	309
2022 Q4	$11.7K	Buy	+135	New	+$10.8K	0.01%	307
2022 Q1	–	Sell	-155	Closed	-$16K	–	223
2021 Q4	$16K	Buy	+155	New	+$14.8K	0.01%	284

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's DD Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its DuPont de Nemours (DD) stake by 2.3% in Q4 2024, buying an estimated $936 and bringing the position to 409 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #227.

Cassady Schiller Wealth Management first reported a position in DD in Q4 2021 and has held it in 10 quarters since. The position peaked at $49.4K in Q2 2024. 1,414 funds tracked by Wall St. Rank hold DD as of Q4 2024.

Cassady Schiller Wealth Management held 409 shares of DuPont de Nemours worth $39.2K as of Q4 2024.
Cassady Schiller Wealth Management bought 9 DuPont de Nemours shares in Q4 2024, an estimated $936.
DuPont de Nemours made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #227 holding.
Cassady Schiller Wealth Management first reported a position in DuPont de Nemours in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's DuPont de Nemours position peaked at $49.4K in Q2 2024.
1,414 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.