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Kiely Wealth Advisory Group’s DuPont de Nemours DD Stock Holding History

Kiely Wealth 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
2024
Q4 		$33K Hold
345
– – 0.02% 141
2024
Q3 		$35.7K Hold
345
– – 0.02% 133
2024
Q2 		$33.9K Buy
345
+26
+8% +$2.55K 0.02% 121
2024
Q1 		$29.6K Buy
319
+8
+3% +$712 0.02% 121
2023
Q4 		$25.4K Buy
+311
New +$28.3K 0.01% 126

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiely Wealth Advisory Group's DD Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its DuPont de Nemours (DD) position steady in Q4 2024 at 345 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #141.

Kiely Wealth Advisory Group first reported a position in DD in Q4 2023 and has held it in 5 quarters since. The position peaked at $35.7K in Q3 2024. 1,414 funds tracked by Wall St. Rank hold DD as of Q4 2024.

  • Kiely Wealth Advisory Group held 345 shares of DuPont de Nemours worth $33K as of Q4 2024.
  • Kiely Wealth Advisory Group left its DuPont de Nemours share count unchanged in Q4 2024.
  • DuPont de Nemours made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #141 holding.
  • Kiely Wealth Advisory Group first reported a position in DuPont de Nemours in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's DuPont de Nemours position peaked at $35.7K in Q3 2024.
  • 1,414 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.