Connectus Wealth’s DuPont de Nemours DD Stock Holding History

Connectus 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 Q1	$467K	Sell	4,854 -151	-3%	-$13.4K	0.01%	292
2023 Q4	$484K	Buy	5,005 +220	+5%	+$20K	0.01%	406
2023 Q3	$448K	Buy	4,785 +23	+0.5%	+$2.16K	0.01%	397
2023 Q2	$427K	Sell	4,762 -358	-7%	-$30.8K	0.01%	361
2023 Q1	$462K	Sell	5,120 -534	-9%	-$48.7K	0.01%	348
2022 Q4	$487K	Sell	5,654 -10,243	-64%	-$818K	0.01%	344
2022 Q3	$1.01M	Buy	15,897 +178	+1%	+$12.7K	0.02%	336
2022 Q2	$1.1M	Buy	15,719 +209	+1%	+$17.1K	0.03%	258
2022 Q1	$1.57M	Sell	15,510 -10	-0.1%	-$976	0.05%	188
2021 Q4	$1.57M	Buy	+15,520	New	+$1.48M	0.06%	162

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Connectus Wealth's DD Position: Q1 2024 in Review

Connectus Wealth reduced its DuPont de Nemours (DD) stake by 3% in Q1 2024, selling an estimated $13.4K and leaving 4,854 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #292.

Connectus Wealth first reported a position in DD in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.57M in Q4 2021. 1,332 funds tracked by Wall St. Rank hold DD as of Q1 2024.

Connectus Wealth held 4,854 shares of DuPont de Nemours worth $467K as of Q1 2024.
Connectus Wealth sold 151 DuPont de Nemours shares in Q1 2024, an estimated $13.4K.
DuPont de Nemours made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #292 holding.
Connectus Wealth first reported a position in DuPont de Nemours in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's DuPont de Nemours position peaked at $1.57M in Q4 2021.
1,332 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.