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Monograph Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Monograph Wealth 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
2023
Q4 		– Sell
-3,258
Closed -$305K – 117
2023
Q3 		$305K Buy
+3,258
New +$306K 0.06% 93

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Monograph Wealth Advisors's DD Position: Q4 2023 in Review

Monograph Wealth Advisors sold out of DuPont de Nemours (DD) in Q4 2023, closing a stake of 3,258 shares — an estimated $305K sold.

Monograph Wealth Advisors first reported a position in DD in Q3 2023 and held it in 1 quarter. The position peaked at $305K in Q3 2023. 1,362 funds tracked by Wall St. Rank hold DD as of Q4 2023.

  • Monograph Wealth Advisors reported no remaining DuPont de Nemours position as of Q4 2023 after selling out during the quarter.
  • Monograph Wealth Advisors sold 3,258 DuPont de Nemours shares in Q4 2023, an estimated $305K.
  • Monograph Wealth Advisors first reported a position in DuPont de Nemours in Q3 2023 and held it in 1 quarter.
  • Monograph Wealth Advisors's DuPont de Nemours position peaked at $305K in Q3 2023.
  • 1,362 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2023.

Based on Monograph Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.