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Peak Financial Management’s DuPont de Nemours DD Stock Holding History

Peak Financial Management’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
Q4 		– Sell
-1,964
Closed -$220K – 98
2024
Q3 		$220K Buy
+1,964
New +$200K 0.06% 96
2024
Q2 		– Sell
-2,163
Closed -$208K – 98
2024
Q1 		$208K Buy
2,163
+53
+3% +$4.71K 0.07% 95
2023
Q4 		$204K Buy
+2,110
New +$192K 0.07% 84
2022
Q1 		– Sell
-2,110
Closed -$214K – 77
2021
Q4 		$214K Buy
+2,110
New +$201K 0.07% 73
2021
Q3 		– Sell
-2,110
Closed -$205K – 73
2021
Q2 		$205K Hold
2,110
– – 0.07% 70
2021
Q1 		$205K Buy
+2,110
New +$202K 0.07% 72

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Peak Financial Management's DD Position: Q4 2024 in Review

Peak Financial Management sold out of DuPont de Nemours (DD) in Q4 2024, closing a stake of 1,964 shares — an estimated $220K sold.

Peak Financial Management first reported a position in DD in Q1 2021 and held it in 6 quarters. The position peaked at $220K in Q3 2024. 1,415 funds tracked by Wall St. Rank hold DD as of Q4 2024.

  • Peak Financial Management reported no remaining DuPont de Nemours position as of Q4 2024 after selling out during the quarter.
  • Peak Financial Management sold 1,964 DuPont de Nemours shares in Q4 2024, an estimated $220K.
  • Peak Financial Management first reported a position in DuPont de Nemours in Q1 2021 and held it in 6 quarters.
  • Peak Financial Management's DuPont de Nemours position peaked at $220K in Q3 2024.
  • 1,415 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

Based on Peak Financial Management's 13F filing for Q4 2024, filed 22 Jan 2025.