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Global Wealth Management Investment Advisory’s DuPont de Nemours DD Stock Holding History

Global Wealth Management Investment Advisory’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
-174
Closed -$16.8K – 213
2023
Q4 		$16.8K Sell
174
-243
-58% -$22.1K ﹤0.01% 265
2023
Q3 		$39K Hold
417
– – 0.01% 207
2023
Q2 		$37.4K Buy
+417
New +$35.9K 0.01% 211
2022
Q3 		– Sell
-468
Closed -$33K – 224
2022
Q2 		$33K Hold
468
– – 0.01% 205
2022
Q1 		$43K Hold
468
– – 0.01% 202
2021
Q4 		$47K Sell
468
-25
-5% -$2.38K 0.01% 193
2021
Q3 		$42K Sell
493
-120
-20% -$11.1K 0.01% 212
2021
Q2 		$60K Sell
613
-103
-14% -$10.3K 0.02% 189
2021
Q1 		$69K Hold
716
– – 0.02% 180
2020
Q4 		$64K Hold
716
– – 0.02% 176
2020
Q3 		$50K Hold
716
– – 0.02% 178
2020
Q2 		$48K Hold
716
– – 0.02% 193
2020
Q1 		$31K Hold
716
– – 0.02% 207
2019
Q4 		$58K Buy
716
+225
+46% +$18.7K 0.02% 170
2019
Q3 		$44K Buy
491
+120
+32% +$10.6K 0.02% 174
2019
Q2 		$35K Sell
371
-183
-33% -$21.9K 0.02% 203
2019
Q1 		$75K Sell
554
-199
-26% -$27.6K 0.04% 174
2018
Q4 		$102K Buy
+753
New +$108K 0.06% 174

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

Global Wealth Management Investment Advisory's DD Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of DuPont de Nemours (DD) in Q1 2024, closing a stake of 174 shares — an estimated $16.8K sold.

Global Wealth Management Investment Advisory first reported a position in DD in Q4 2018 and held it in 18 quarters. The position peaked at $102K in Q4 2018. 1,333 funds tracked by Wall St. Rank hold DD as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining DuPont de Nemours position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 174 DuPont de Nemours shares in Q1 2024, an estimated $16.8K.
  • Global Wealth Management Investment Advisory first reported a position in DuPont de Nemours in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's DuPont de Nemours position peaked at $102K in Q4 2018.
  • 1,333 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.