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

Mascoma 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
2025 Q1	–	Sell	-11	Closed	-$1.07K	–	507
2024 Q4	$1.07K	Buy	+11	New	+$1.14K	﹤0.01%	493
2019 Q3	–	Sell	-409	Closed	-$39K	–	139
2019 Q2	$39K	Sell	409 -455	-53%	-$54.3K	0.02%	174
2019 Q1	$117K	Hold	864	–	–	0.08%	97
2018 Q4	$117K	Sell	864 -1,043	-55%	-$150K	0.09%	93
2018 Q3	$311K	Sell	1,907 -31	-2%	-$5.33K	0.21%	55
2018 Q2	$324K	Hold	1,938	–	–	0.23%	51
2018 Q1	$313K	Hold	1,938	–	–	0.21%	55
2017 Q4	$348K	Buy	+1,938	New	+$349K	0.21%	49
2017 Q3	–	Sell	-1,387	Closed	-$231K	–	403
2017 Q2	$222K	Buy	1,387 +5	+0.4%	+$794	0.15%	68
2017 Q1	$222K	Hold	1,382	–	–	0.16%	54
2016 Q4	$200K	Buy	+1,382	New	+$192K	0.15%	63

Other funds holding DD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mascoma Wealth Management's DD Position: Q1 2025 in Review

Mascoma Wealth Management sold out of DuPont de Nemours (DD) in Q1 2025, closing a stake of 11 shares — an estimated $1.07K sold.

Mascoma Wealth Management first reported a position in DD in Q4 2016 and held it in 11 quarters. The position peaked at $348K in Q4 2017. 1,401 funds tracked by Wall St. Rank hold DD as of Q1 2025.

Mascoma Wealth Management reported no remaining DuPont de Nemours position as of Q1 2025 after selling out during the quarter.
Mascoma Wealth Management sold 11 DuPont de Nemours shares in Q1 2025, an estimated $1.07K.
Mascoma Wealth Management first reported a position in DuPont de Nemours in Q4 2016 and held it in 11 quarters.
Mascoma Wealth Management's DuPont de Nemours position peaked at $348K in Q4 2017.
1,401 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.