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

Opal 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
2024
Q3 		– Sell
-61
Closed -$6.12K – 426
2024
Q2 		$6.12K Buy
+61
New +$5.97K ﹤0.01% 761

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Opal Wealth Advisors's DD Position: Q3 2024 in Review

Opal Wealth Advisors sold out of DuPont de Nemours (DD) in Q3 2024, closing a stake of 61 shares — an estimated $6.12K sold.

Opal Wealth Advisors first reported a position in DD in Q2 2024 and held it in 1 quarter. The position peaked at $6.12K in Q2 2024. 1,398 funds tracked by Wall St. Rank hold DD as of Q3 2024.

  • Opal Wealth Advisors reported no remaining DuPont de Nemours position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 61 DuPont de Nemours shares in Q3 2024, an estimated $6.12K.
  • Opal Wealth Advisors first reported a position in DuPont de Nemours in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's DuPont de Nemours position peaked at $6.12K in Q2 2024.
  • 1,398 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.