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Delos Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Delos Wealth 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
2024
Q1 		– Sell
-10
Closed -$1K – 377
2023
Q4 		$1K Hold
10
– – ﹤0.01% 189
2023
Q3 		$1K Hold
10
– – ﹤0.01% 222
2023
Q2 		$929 Hold
10
– – ﹤0.01% 223
2023
Q1 		$934 Hold
10
– – ﹤0.01% 231
2022
Q4 		$892 Hold
10
– – ﹤0.01% 245
2022
Q3 		$1K Buy
+10
New +$714 ﹤0.01% 224
2022
Q1 		– Sell
-145
Closed -$15K – 302
2021
Q4 		$15K Buy
+145
New +$13.8K 0.01% 159

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

Delos Wealth Advisors's DD Position: Q1 2024 in Review

Delos Wealth Advisors sold out of DuPont de Nemours (DD) in Q1 2024, closing a stake of 10 shares — an estimated $1K sold.

Delos Wealth Advisors first reported a position in DD in Q4 2021 and held it in 7 quarters. The position peaked at $15K in Q4 2021. 1,332 funds tracked by Wall St. Rank hold DD as of Q1 2024.

  • Delos Wealth Advisors reported no remaining DuPont de Nemours position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 10 DuPont de Nemours shares in Q1 2024, an estimated $1K.
  • Delos Wealth Advisors first reported a position in DuPont de Nemours in Q4 2021 and held it in 7 quarters.
  • Delos Wealth Advisors's DuPont de Nemours position peaked at $15K in Q4 2021.
  • 1,332 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.