FMWA
DD icon

Forvis Mazars Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Forvis Mazars 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
2023
Q2 		– Sell
-2,487
Closed -$224K – 411
2023
Q1 		$224K Sell
2,487
-25
-1% -$2.28K 0.01% 374
2022
Q4 		$216K Buy
+2,512
New +$201K 0.01% 369
2021
Q1 		– Sell
-3,609
Closed -$322K – 298
2020
Q4 		$322K Buy
+3,609
New +$283K 0.02% 283
2019
Q2 		– Sell
-3,511
Closed -$474K – 259
2019
Q1 		$474K Sell
3,511
-167
-5% -$23.2K 0.04% 170
2018
Q4 		$498K Sell
3,678
-845
-19% -$121K 0.05% 136
2018
Q3 		$737K Sell
4,523
-637
-12% -$110K 0.06% 120
2018
Q2 		$861K Sell
5,160
-91
-2% -$15.2K 0.08% 108
2018
Q1 		$847K Sell
5,251
-624
-11% -$113K 0.08% 111
2017
Q4 		$1.06M Sell
5,875
-722
-11% -$130K 0.11% 96
2017
Q3 		$1.16M Buy
6,597
+3,671
+125% +$613K 0.13% 85
2017
Q2 		$467K Buy
2,926
+88
+3% +$14K 0.05% 141
2017
Q1 		$457K Sell
2,838
-87
-3% -$13.5K 0.06% 132
2016
Q4 		$424K Buy
2,925
+25
+0.9% +$3.48K 0.06% 133
2016
Q3 		$381K Buy
2,900
+302
+12% +$40.3K 0.05% 129
2016
Q2 		$327K Buy
2,598
+162
+7% +$21.3K 0.05% 137
2016
Q1 		$314K Sell
2,436
-341
-12% -$40.9K 0.05% 136
2015
Q4 		$362K Buy
+2,777
New +$356K 0.05% 131
2015
Q3 		– Sell
-1,800
Closed -$233K – 185
2015
Q2 		$233K Sell
1,800
-45
-2% -$5.83K 0.03% 164
2015
Q1 		$224K Buy
+1,845
New +$219K 0.03% 170

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DD Position: Q2 2023 in Review

Forvis Mazars Wealth Advisors sold out of DuPont de Nemours (DD) in Q2 2023, closing a stake of 2,487 shares — an estimated $224K sold.

Forvis Mazars Wealth Advisors first reported a position in DD in Q1 2015 and held it in 19 quarters. The position peaked at $1.16M in Q3 2017. 1,286 funds tracked by Wall St. Rank hold DD as of Q2 2023.

  • Forvis Mazars Wealth Advisors reported no remaining DuPont de Nemours position as of Q2 2023 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,487 DuPont de Nemours shares in Q2 2023, an estimated $224K.
  • Forvis Mazars Wealth Advisors first reported a position in DuPont de Nemours in Q1 2015 and held it in 19 quarters.
  • Forvis Mazars Wealth Advisors's DuPont de Nemours position peaked at $1.16M in Q3 2017.
  • 1,286 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.