CFA
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CWS Financial Advisors’s DuPont de Nemours DD Stock Holding History

CWS Financial Advisors’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
2022
Q3 		– Sell
-1,983
Closed -$138K – 148
2022
Q2 		$138K Buy
+1,983
New +$162K 0.06% 152

Other funds holding DD

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

CWS Financial Advisors's DD Position: Q3 2022 in Review

CWS Financial Advisors sold out of DuPont de Nemours (DD) in Q3 2022, closing a stake of 1,983 shares — an estimated $138K sold.

CWS Financial Advisors first reported a position in DD in Q2 2022 and held it in 1 quarter. The position peaked at $138K in Q2 2022. 1,197 funds tracked by Wall St. Rank hold DD as of Q3 2022.

  • CWS Financial Advisors reported no remaining DuPont de Nemours position as of Q3 2022 after selling out during the quarter.
  • CWS Financial Advisors sold 1,983 DuPont de Nemours shares in Q3 2022, an estimated $138K.
  • CWS Financial Advisors first reported a position in DuPont de Nemours in Q2 2022 and held it in 1 quarter.
  • CWS Financial Advisors's DuPont de Nemours position peaked at $138K in Q2 2022.
  • 1,197 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2022.

Based on CWS Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.