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Morton Brown Family Wealth’s DuPont de Nemours DD Stock Holding History

Morton Brown Family Wealth’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
-176
Closed -$17K – 239
2023
Q4 		$17K Buy
+176
New +$16K 0.01% 150

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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

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

Morton Brown Family Wealth sold out of DuPont de Nemours (DD) in Q1 2024, closing a stake of 176 shares — an estimated $17K sold.

Morton Brown Family Wealth first reported a position in DD in Q4 2023 and held it in 1 quarter. The position peaked at $17K in Q4 2023. 1,332 funds tracked by Wall St. Rank hold DD as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining DuPont de Nemours position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 176 DuPont de Nemours shares in Q1 2024, an estimated $17K.
  • Morton Brown Family Wealth first reported a position in DuPont de Nemours in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's DuPont de Nemours position peaked at $17K in Q4 2023.
  • 1,332 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2024.

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