KWA
DD icon

Kingswood Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Kingswood Wealth Advisors’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
Q3 		– Sell
-9,220
Closed -$932K – 687
2024
Q2 		$932K Buy
+9,220
New +$903K 0.08% 250
2024
Q1 		– Sell
-7,704
Closed -$744K – 636
2023
Q4 		$744K Buy
7,704
+1,502
+24% +$137K 0.08% 256
2023
Q3 		$581K Buy
+6,202
New +$583K 0.1% 216

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

Kingswood Wealth Advisors's DD Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of DuPont de Nemours (DD) in Q3 2024, closing a stake of 9,220 shares — an estimated $932K sold.

Kingswood Wealth Advisors first reported a position in DD in Q3 2023 and held it in 3 quarters. The position peaked at $932K in Q2 2024. 1,398 funds tracked by Wall St. Rank hold DD as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining DuPont de Nemours position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 9,220 DuPont de Nemours shares in Q3 2024, an estimated $932K.
  • Kingswood Wealth Advisors first reported a position in DuPont de Nemours in Q3 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's DuPont de Nemours position peaked at $932K in Q2 2024.
  • 1,398 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.