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Pacific Capital Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-80
Closed -$7.63K – 155
2024
Q4 		$7.63K Hold
80
– – ﹤0.01% 289
2024
Q3 		$8.91K Hold
80
– – ﹤0.01% 307
2024
Q2 		$8.05K Sell
80
-32
-29% -$3.13K ﹤0.01% 338
2024
Q1 		$10.8K Buy
112
+32
+40% +$2.85K ﹤0.01% 223
2023
Q4 		$7.69K Buy
+80
New +$7.27K ﹤0.01% 232
2020
Q4 		– Sell
-80
Closed -$6K – 95
2020
Q3 		$6K Buy
+80
New +$5.61K ﹤0.01% 182

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Capital Wealth Advisors's DD Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of DuPont de Nemours (DD) in Q1 2025, closing a stake of 80 shares — an estimated $7.63K sold.

Pacific Capital Wealth Advisors first reported a position in DD in Q3 2020 and held it in 6 quarters. The position peaked at $10.8K in Q1 2024. 1,396 funds tracked by Wall St. Rank hold DD as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining DuPont de Nemours position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 80 DuPont de Nemours shares in Q1 2025, an estimated $7.63K.
  • Pacific Capital Wealth Advisors first reported a position in DuPont de Nemours in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's DuPont de Nemours position peaked at $10.8K in Q1 2024.
  • 1,396 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.