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Marcum Wealth’s DuPont de Nemours DD Stock Holding History

Marcum Wealth’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
Q2 		– Sell
-2,121
Closed -$204K – 394
2024
Q1 		$204K Sell
2,121
-36
-2% -$3.2K 0.02% 338
2023
Q4 		$208K Sell
2,157
-47
-2% -$4.27K 0.02% 329
2023
Q3 		$206K Buy
+2,204
New +$207K 0.02% 312
2023
Q2 		– Sell
-2,294
Closed -$207K – 389
2023
Q1 		$207K Buy
+2,294
New +$209K 0.03% 319
2022
Q2 		– Sell
-2,621
Closed -$242K – 392
2022
Q1 		$242K Sell
2,621
-128
-5% -$12.5K 0.03% 286
2021
Q4 		$279K Sell
2,749
-35
-1% -$3.33K 0.04% 273
2021
Q3 		$238K Buy
2,784
+463
+20% +$42.9K 0.04% 277
2021
Q2 		$226K Buy
2,321
+12
+0.5% +$1.21K 0.04% 262
2021
Q1 		$224K Buy
+2,309
New +$221K 0.04% 265

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

Marcum Wealth's DD Position: Q2 2024 in Review

Marcum Wealth sold out of DuPont de Nemours (DD) in Q2 2024, closing a stake of 2,121 shares — an estimated $204K sold.

Marcum Wealth first reported a position in DD in Q1 2021 and held it in 9 quarters. The position peaked at $279K in Q4 2021. 1,382 funds tracked by Wall St. Rank hold DD as of Q2 2024.

  • Marcum Wealth reported no remaining DuPont de Nemours position as of Q2 2024 after selling out during the quarter.
  • Marcum Wealth sold 2,121 DuPont de Nemours shares in Q2 2024, an estimated $204K.
  • Marcum Wealth first reported a position in DuPont de Nemours in Q1 2021 and held it in 9 quarters.
  • Marcum Wealth's DuPont de Nemours position peaked at $279K in Q4 2021.
  • 1,382 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2024.

Based on Marcum Wealth's 13F filing for Q2 2024, filed 2 Jul 2024.