Core Wealth Advisors (Florida)’s DuPont de Nemours DD Stock Holding History

Core Wealth Advisors (Florida)’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	–	Sell	-63	Closed	-$6.08K	–	265
2023 Q4	$6.08K	Hold	63	–	–	﹤0.01%	208
2023 Q3	$5.89K	Hold	63	–	–	﹤0.01%	192
2023 Q2	$5.64K	Hold	63	–	–	﹤0.01%	190
2023 Q1	$5.67K	Hold	63	–	–	﹤0.01%	189
2022 Q4	$5.42K	Hold	63	–	–	﹤0.01%	205
2022 Q3	$4K	Buy	63 +49	+350%	+$3.5K	﹤0.01%	180
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	206
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	186
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	202
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	182
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	176
2021 Q1	$1K	Buy	+14	New	+$1.34K	﹤0.01%	167

Other funds holding DD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Core Wealth Advisors (Florida)'s DD Position: Q1 2024 in Review

Core Wealth Advisors (Florida) sold out of DuPont de Nemours (DD) in Q1 2024, closing a stake of 63 shares — an estimated $6.08K sold.

Core Wealth Advisors (Florida) first reported a position in DD in Q1 2021 and held it in 12 quarters. The position peaked at $6.08K in Q4 2023. 1,335 funds tracked by Wall St. Rank hold DD as of Q1 2024.

Core Wealth Advisors (Florida) reported no remaining DuPont de Nemours position as of Q1 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 63 DuPont de Nemours shares in Q1 2024, an estimated $6.08K.
Core Wealth Advisors (Florida) first reported a position in DuPont de Nemours in Q1 2021 and held it in 12 quarters.
Core Wealth Advisors (Florida)'s DuPont de Nemours position peaked at $6.08K in Q4 2023.
1,335 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2024, filed 15 May 2024.