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

MinichMacGregor 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
2023 Q1	–	Sell	-33	Closed	-$2.94K	–	219
2022 Q4	$2.94K	Buy	+33	New	+$2.64K	﹤0.01%	537
2018 Q4	–	Sell	-414	Closed	-$67K	–	188
2018 Q3	$67K	Sell	414 -6	-1%	-$1.03K	0.04%	108
2018 Q2	$69K	Buy	420 +20	+5%	+$3.35K	0.05%	95
2018 Q1	$64K	Buy	400 +42	+12%	+$7.6K	0.05%	97
2017 Q4	$64K	Buy	358 +1	+0.3%	+$180	0.05%	92
2017 Q3	$62K	Buy	+357	New	+$59.6K	0.05%	90

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MinichMacGregor Wealth Management's DD Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of DuPont de Nemours (DD) in Q1 2023, closing a stake of 33 shares — an estimated $2.94K sold.

MinichMacGregor Wealth Management first reported a position in DD in Q3 2017 and held it in 6 quarters. The position peaked at $69K in Q2 2018. 1,305 funds tracked by Wall St. Rank hold DD as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining DuPont de Nemours position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 33 DuPont de Nemours shares in Q1 2023, an estimated $2.94K.
MinichMacGregor Wealth Management first reported a position in DuPont de Nemours in Q3 2017 and held it in 6 quarters.
MinichMacGregor Wealth Management's DuPont de Nemours position peaked at $69K in Q2 2018.
1,305 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.