JWM
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Jeppson Wealth Management’s Chemours CC Stock Holding History

Jeppson Wealth Management’s Portfolio CC Stock Details CC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,749
Closed -$276K – 210
2023
Q4 		$276K Sell
8,749
-1,920
-18% -$52.1K 0.11% 163
2023
Q3 		$299K Buy
10,669
+140
+1% +$4.81K 0.14% 142
2023
Q2 		$388K Sell
10,529
-869
-8% -$26.5K 0.17% 123
2023
Q1 		$341K Buy
11,398
+100
+0.9% +$3.29K 0.15% 135
2022
Q4 		$346K Buy
11,298
+199
+2% +$5.97K 0.15% 134
2022
Q3 		$274K Buy
11,099
+400
+4% +$13.2K 0.12% 150
2022
Q2 		$343K Buy
10,699
+2,328
+28% +$85.6K 0.15% 127
2022
Q1 		$263K Buy
+8,371
New +$262K 0.12% 139

Other funds holding CC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jeppson Wealth Management's CC Position: Q1 2024 in Review

Jeppson Wealth Management sold out of Chemours (CC) in Q1 2024, closing a stake of 8,749 shares — an estimated $276K sold.

Jeppson Wealth Management first reported a position in CC in Q1 2022 and held it in 8 quarters. The position peaked at $388K in Q2 2023. 443 funds tracked by Wall St. Rank hold CC as of Q1 2024.

  • Jeppson Wealth Management reported no remaining Chemours position as of Q1 2024 after selling out during the quarter.
  • Jeppson Wealth Management sold 8,749 Chemours shares in Q1 2024, an estimated $276K.
  • Jeppson Wealth Management first reported a position in Chemours in Q1 2022 and held it in 8 quarters.
  • Jeppson Wealth Management's Chemours position peaked at $388K in Q2 2023.
  • 443 funds tracked by Wall St. Rank held Chemours as of Q1 2024.

Based on Jeppson Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.