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High Net Worth Advisory Group’s DuPont de Nemours DD Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-606
Closed -$52.2K – 275
2022
Q4 		$52.2K Hold
606
– – 0.02% 319
2022
Q3 		$38K Hold
606
– – 0.02% 368
2022
Q2 		$42K Sell
606
-140
-19% -$11.5K 0.02% 348
2022
Q1 		$69K Buy
746
+53
+8% +$5.17K 0.03% 296
2021
Q4 		$70K Buy
+693
New +$66K 0.02% 305

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

High Net Worth Advisory Group's DD Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of DuPont de Nemours (DD) in Q1 2023, closing a stake of 606 shares — an estimated $52.2K sold.

High Net Worth Advisory Group first reported a position in DD in Q4 2021 and held it in 5 quarters. The position peaked at $70K in Q4 2021. 1,305 funds tracked by Wall St. Rank hold DD as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining DuPont de Nemours position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 606 DuPont de Nemours shares in Q1 2023, an estimated $52.2K.
  • High Net Worth Advisory Group first reported a position in DuPont de Nemours in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's DuPont de Nemours position peaked at $70K in Q4 2021.
  • 1,305 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.