CWM
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Curi Wealth Management’s DuPont de Nemours DD Stock Holding History

Curi 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
Q1 		– Sell
-2,465
Closed -$238K – 30
2023
Q4 		$238K Sell
2,465
-284
-10% -$25.8K 0.03% 138
2023
Q3 		$257K Sell
2,749
-29
-1% -$2.73K 0.04% 130
2023
Q2 		$249K Buy
2,778
+57
+2% +$4.9K 0.03% 144
2023
Q1 		$245K Buy
2,721
+30
+1% +$2.74K 0.04% 142
2022
Q4 		$232K Buy
+2,691
New +$215K 0.03% 168
2022
Q3 		– Sell
-88
Closed -$6K – 313
2022
Q2 		$6K Buy
88
+76
+633% +$6.22K ﹤0.01% 431
2022
Q1 		$1K Hold
12
– – ﹤0.01% 479
2021
Q4 		$1K Buy
+12
New +$1.14K ﹤0.01% 441
2021
Q1 		– Sell
-12
Closed -$1K – 196
2020
Q4 		$1K Buy
+12
New +$942 ﹤0.01% 352

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Curi Wealth Management's DD Position: Q1 2024 in Review

Curi Wealth Management sold out of DuPont de Nemours (DD) in Q1 2024, closing a stake of 2,465 shares — an estimated $238K sold.

Curi Wealth Management first reported a position in DD in Q4 2020 and held it in 9 quarters. The position peaked at $257K in Q3 2023. 1,332 funds tracked by Wall St. Rank hold DD as of Q1 2024.

  • Curi Wealth Management reported no remaining DuPont de Nemours position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 2,465 DuPont de Nemours shares in Q1 2024, an estimated $238K.
  • Curi Wealth Management first reported a position in DuPont de Nemours in Q4 2020 and held it in 9 quarters.
  • Curi Wealth Management's DuPont de Nemours position peaked at $257K in Q3 2023.
  • 1,332 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.