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Morton Brown Family Wealth’s Chemours CC Stock Holding History

Morton Brown Family Wealth’s Portfolio CC Stock Details CC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,100
Closed -$34.7K – 229
2023
Q4 		$34.7K Buy
+1,100
New +$29.9K 0.02% 121

Other funds holding CC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morton Brown Family Wealth's CC Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Chemours (CC) in Q1 2024, closing a stake of 1,100 shares — an estimated $34.7K sold.

Morton Brown Family Wealth first reported a position in CC in Q4 2023 and held it in 1 quarter. The position peaked at $34.7K in Q4 2023. 443 funds tracked by Wall St. Rank hold CC as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining Chemours position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 1,100 Chemours shares in Q1 2024, an estimated $34.7K.
  • Morton Brown Family Wealth first reported a position in Chemours in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Chemours position peaked at $34.7K in Q4 2023.
  • 443 funds tracked by Wall St. Rank held Chemours as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.