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Liberty Wealth Management’s DuPont de Nemours DD Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-382
Closed -$33K – 378
2021
Q3 		$33K Sell
382
-73
-16% -$6.76K 0.01% 513
2021
Q2 		$44K Sell
455
-9
-2% -$904 0.02% 348
2021
Q1 		$42K Hold
464
– – 0.02% 309
2020
Q4 		$42K Buy
464
+10
+2% +$785 0.02% 306
2020
Q3 		$32K Buy
454
+205
+82% +$14.4K 0.02% 314
2020
Q2 		$17K Sell
249
-18
-7% -$1.05K 0.01% 402
2020
Q1 		$11K Sell
267
-21
-7% -$1.28K 0.01% 445
2019
Q4 		$23K Buy
288
+10
+4% +$830 0.02% 391
2019
Q3 		$25K Sell
278
-149
-35% -$13.1K 0.02% 365
2019
Q2 		$40K Buy
427
+10
+2% +$1.19K 0.04% 278
2019
Q1 		$56K Buy
417
+2
+0.5% +$278 0.04% 188
2018
Q4 		$56K Buy
+415
New +$59.6K 0.04% 176

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's DD Position: Q4 2021 in Review

Liberty Wealth Management sold out of DuPont de Nemours (DD) in Q4 2021, closing a stake of 382 shares — an estimated $33K sold.

Liberty Wealth Management first reported a position in DD in Q4 2018 and held it in 12 quarters. The position peaked at $56K in Q1 2019. 1,371 funds tracked by Wall St. Rank hold DD as of Q4 2021.

  • Liberty Wealth Management reported no remaining DuPont de Nemours position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 382 DuPont de Nemours shares in Q4 2021, an estimated $33K.
  • Liberty Wealth Management first reported a position in DuPont de Nemours in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's DuPont de Nemours position peaked at $56K in Q1 2019.
  • 1,371 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.