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

Dynasty 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
Q2 		– Sell
-5,381
Closed -$518K – 252
2024
Q1 		$518K Buy
+5,381
New +$479K 0.02% 186
2018
Q4 		– Sell
-3,562
Closed -$580K – 24
2018
Q3 		$580K Buy
3,562
+1,714
+93% +$295K 0.75% 30
2018
Q2 		$308K Buy
1,848
+46
+3% +$7.7K 0.64% 45
2018
Q1 		$291K Sell
1,802
-652
-27% -$118K 0.12% 46
2017
Q4 		$443K Buy
+2,454
New +$442K 0.77% 38

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
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

Dynasty Wealth Management's DD Position: Q2 2024 in Review

Dynasty Wealth Management sold out of DuPont de Nemours (DD) in Q2 2024, closing a stake of 5,381 shares — an estimated $518K sold.

Dynasty Wealth Management first reported a position in DD in Q4 2017 and held it in 5 quarters. The position peaked at $580K in Q3 2018. 1,382 funds tracked by Wall St. Rank hold DD as of Q2 2024.

  • Dynasty Wealth Management reported no remaining DuPont de Nemours position as of Q2 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 5,381 DuPont de Nemours shares in Q2 2024, an estimated $518K.
  • Dynasty Wealth Management first reported a position in DuPont de Nemours in Q4 2017 and held it in 5 quarters.
  • Dynasty Wealth Management's DuPont de Nemours position peaked at $580K in Q3 2018.
  • 1,382 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2024.

Based on Dynasty Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.