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McClarren Financial Advisors’s DuPont de Nemours DD Stock Holding History

McClarren Financial 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
Q1 		– Sell
-90
Closed -$9K – 364
2023
Q4 		$9K Buy
90
+1
+1% +$91 0.01% 271
2023
Q3 		$7K Buy
89
+16
+22% +$1.5K 0.01% 266
2023
Q2 		$6K Buy
73
+1
+1% +$86 0.01% 275
2023
Q1 		$6K Hold
72
– – 0.01% 260
2022
Q4 		$6K Hold
72
– – 0.01% 268
2022
Q3 		$4K Buy
+72
New +$5.14K ﹤0.01% 260
2022
Q2 		– Sell
-71
Closed -$6K – 80
2022
Q1 		$6K Sell
71
-1
-1% -$98 ﹤0.01% 222
2021
Q4 		$8K Sell
72
-24
-25% -$2.28K 0.01% 245
2021
Q3 		$8K Buy
96
+1
+1% +$93 0.01% 222
2021
Q2 		$9K Hold
95
– – 0.01% 231
2021
Q1 		$9K Buy
95
+1
+1% +$96 0.01% 204
2020
Q4 		$8K Buy
+94
New +$7.38K 0.01% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McClarren Financial Advisors's DD Position: Q1 2024 in Review

McClarren Financial Advisors sold out of DuPont de Nemours (DD) in Q1 2024, closing a stake of 90 shares — an estimated $9K sold.

McClarren Financial Advisors first reported a position in DD in Q4 2020 and held it in 12 quarters. The position peaked at $9K in Q4 2023. 1,332 funds tracked by Wall St. Rank hold DD as of Q1 2024.

  • McClarren Financial Advisors reported no remaining DuPont de Nemours position as of Q1 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 90 DuPont de Nemours shares in Q1 2024, an estimated $9K.
  • McClarren Financial Advisors first reported a position in DuPont de Nemours in Q4 2020 and held it in 12 quarters.
  • McClarren Financial Advisors's DuPont de Nemours position peaked at $9K in Q4 2023.
  • 1,332 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.