MBFW
DD icon

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

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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. 1,335 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.
  • 1,335 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.