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

Cornerstone 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 		– Sell
-2,031
Closed -$227K – 583
2024
Q3 		$227K Buy
2,031
+22
+1% +$2.24K 0.02% 518
2024
Q2 		$203K Buy
+2,009
New +$197K 0.02% 522
2023
Q4 		– Sell
-2,484
Closed -$233K – 530
2023
Q3 		$233K Sell
2,484
-304
-11% -$28.6K 0.02% 478
2023
Q2 		$250K Buy
2,788
+3
+0.1% +$258 0.02% 438
2023
Q1 		$251K Buy
+2,785
New +$254K 0.02% 407
2022
Q3 		$266K Sell
4,206
-76
-2% -$5.42K 0.03% 370
2022
Q2 		$299K Sell
4,282
-300
-7% -$24.6K 0.03% 355
2022
Q1 		$423K Sell
4,582
-63
-1% -$6.15K 0.04% 304
2021
Q4 		$471K Buy
4,645
+141
+3% +$13.4K 0.04% 298
2021
Q3 		$384K Sell
4,504
-123
-3% -$11.4K 0.04% 314
2021
Q2 		$450K Buy
4,627
+1,348
+41% +$135K 0.05% 302
2021
Q1 		$318K Buy
3,279
+158
+5% +$15.1K 0.04% 341
2020
Q4 		$279K Sell
3,121
-199
-6% -$15.6K 0.04% 340
2020
Q3 		$231K Sell
3,320
-177
-5% -$12.4K 0.03% 348
2020
Q2 		$233K Buy
+3,497
New +$204K 0.04% 327
2020
Q1 		– Sell
-3,089
Closed -$249K – 351
2019
Q4 		$249K Sell
3,089
-186
-6% -$15.4K 0.04% 300
2019
Q3 		$293K Sell
3,275
-222
-6% -$19.5K 0.05% 268
2019
Q2 		$332K Buy
3,497
+786
+29% +$93.8K 0.06% 261
2019
Q1 		$753K Buy
2,711
+324
+14% +$45K 0.09% 221
2018
Q4 		$324K Sell
2,387
-124,210
-98% -$17.8M 0.07% 251
2018
Q3 		$4.47M Buy
126,597
+5,716
+5% +$983K 0.06% 314
2018
Q2 		$4.65M Buy
120,881
+118,939
+6,125% +$19.9M 0.05% 330
2018
Q1 		$306K Sell
1,942
-18
-0.9% -$3.26K 0.06% 291
2017
Q4 		$375K Buy
1,960
+194
+11% +$34.9K 0.07% 267
2017
Q3 		$323K Buy
+1,766
New +$295K 0.07% 276

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

Cornerstone Wealth Management's DD Position: Q4 2024 in Review

Cornerstone Wealth Management sold out of DuPont de Nemours (DD) in Q4 2024, closing a stake of 2,031 shares — an estimated $227K sold.

Cornerstone Wealth Management first reported a position in DD in Q3 2017 and held it in 25 quarters. The position peaked at $4.65M in Q2 2018. 1,414 funds tracked by Wall St. Rank hold DD as of Q4 2024.

  • Cornerstone Wealth Management reported no remaining DuPont de Nemours position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,031 DuPont de Nemours shares in Q4 2024, an estimated $227K.
  • Cornerstone Wealth Management first reported a position in DuPont de Nemours in Q3 2017 and held it in 25 quarters.
  • Cornerstone Wealth Management's DuPont de Nemours position peaked at $4.65M in Q2 2018.
  • 1,414 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.