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

Lenox 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
2022 Q1	$11K	Sell	127 -4	-3%	-$390	﹤0.01%	464
2021 Q4	$13K	Buy	131 +41	+46%	+$3.9K	﹤0.01%	471
2021 Q3	$8K	Sell	90 -2	-2%	-$185	﹤0.01%	499
2021 Q2	$9K	Sell	92 -177	-66%	-$17.8K	﹤0.01%	485
2021 Q1	$26K	Buy	269 +110	+69%	+$10.5K	﹤0.01%	269
2020 Q4	$14K	Buy	159 +4	+3%	+$314	﹤0.01%	369
2020 Q3	$11K	Buy	155 +55	+55%	+$3.85K	﹤0.01%	361
2020 Q2	$7K	Buy	+100	New	+$5.84K	﹤0.01%	406
2019 Q2	–	Sell	-1,163	Closed	-$157K	–	450
2019 Q1	$157K	Hold	1,163	–	–	0.03%	82
2018 Q4	$157K	Sell	1,163 -197	-14%	-$28.3K	0.03%	76
2018 Q3	$222K	Buy	1,360 +301	+28%	+$51.8K	0.05%	69
2018 Q2	$177K	Sell	1,059 -49	-4%	-$8.2K	0.04%	62
2018 Q1	$179K	Buy	1,108 +87	+9%	+$15.7K	0.04%	67
2017 Q4	$184K	Buy	1,021 +1,017	+25,425%	+$183K	0.05%	50
2017 Q3	$1K	Buy	+4	New	+$667	﹤0.01%	198
2016 Q2	–	Sell	-15	Closed	-$2K	–	217
2016 Q1	$2K	Sell	15 -187	-93%	-$22.4K	﹤0.01%	222
2015 Q4	$26K	Sell	202 -6	-3%	-$770	0.01%	120
2015 Q3	$22K	Buy	208 +144	+225%	+$16.7K	0.01%	126
2015 Q2	$8K	Buy	64 +5	+8%	+$648	﹤0.01%	159
2015 Q1	$7K	Hold	59	–	–	﹤0.01%	193
2014 Q4	$7K	Buy	59 +24	+69%	+$2.92K	﹤0.01%	196
2014 Q3	$5K	Buy	+35	New	+$4.67K	﹤0.01%	231
2013 Q4	–	Sell	-79	Closed	-$8K	–	383
2013 Q3	$8K	Hold	79	–	–	0.01%	116
2013 Q2	$6K	Buy	+79	New	+$6.66K	0.01%	161

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's DD Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its DuPont de Nemours (DD) stake by 3.1% in Q1 2022, selling an estimated $390 and leaving 127 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Lenox Wealth Advisors first reported a position in DD in Q2 2013 and has held it in 24 quarters since. The position peaked at $222K in Q3 2018. 1,357 funds tracked by Wall St. Rank hold DD as of Q1 2022.

Lenox Wealth Advisors held 127 shares of DuPont de Nemours worth $11K as of Q1 2022.
Lenox Wealth Advisors sold 4 DuPont de Nemours shares in Q1 2022, an estimated $390.
DuPont de Nemours made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #464 holding.
Lenox Wealth Advisors first reported a position in DuPont de Nemours in Q2 2013 and has held it in 24 quarters since.
Lenox Wealth Advisors's DuPont de Nemours position peaked at $222K in Q3 2018.
1,357 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.