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Heritage Wealth Management (Arizona)’s DuPont de Nemours DD Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$32.5K Buy
+378
New +$30.2K ﹤0.01% 569
2021
Q3 		– Sell
-123
Closed -$12K – 896
2021
Q2 		$12K Buy
+123
New +$12.4K ﹤0.01% 636

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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in DuPont de Nemours (DD) in Q4 2022: 378 shares worth $32.5K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in DD as recently as Q2 2021.

Heritage Wealth Management (Arizona) first reported a position in DD in Q2 2021 and has held it in 2 quarters since. 1,306 funds tracked by Wall St. Rank hold DD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 378 shares of DuPont de Nemours worth $32.5K as of Q4 2022.
  • DuPont de Nemours was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • DuPont de Nemours made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #569 holding.
  • Heritage Wealth Management (Arizona) first reported a position in DuPont de Nemours in Q2 2021 and has held it in 2 quarters since.
  • 1,306 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.