FSWA
DD icon

Financial Synergies Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Financial Synergies 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
Q2 		– Sell
-170
Closed -$16.3K – 155
2024
Q1 		$16.3K Hold
170
– – ﹤0.01% 215
2023
Q4 		$14.6K Hold
170
– – ﹤0.01% 161
2023
Q3 		$15.9K Hold
170
– – ﹤0.01% 201
2023
Q2 		$15.2K Hold
170
– – ﹤0.01% 197
2023
Q1 		$15.3K Hold
170
– – ﹤0.01% 202
2022
Q4 		$14.6K Hold
170
– – ﹤0.01% 161
2022
Q3 		$10.7K Sell
170
-2,390
-93% -$171K ﹤0.01% 157
2022
Q2 		$179K Buy
+2,560
New +$210K 0.03% 67

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Synergies Wealth Advisors's DD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of DuPont de Nemours (DD) in Q2 2024, closing a stake of 170 shares — an estimated $16.3K sold.

Financial Synergies Wealth Advisors first reported a position in DD in Q2 2022 and held it in 8 quarters. The position peaked at $179K in Q2 2022. 1,386 funds tracked by Wall St. Rank hold DD as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining DuPont de Nemours position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 170 DuPont de Nemours shares in Q2 2024, an estimated $16.3K.
  • Financial Synergies Wealth Advisors first reported a position in DuPont de Nemours in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's DuPont de Nemours position peaked at $179K in Q2 2022.
  • 1,386 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.