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

Phoenix 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
2021
Q4 		– Sell
-1,365
Closed -$117K – 168
2021
Q3 		$117K Hold
1,365
– – 0.09% 146
2021
Q2 		$132K Hold
1,365
– – 0.1% 140
2021
Q1 		$134K Sell
1,365
-76
-5% -$7.29K 0.1% 137
2020
Q4 		$129K Buy
+1,441
New +$113K 0.1% 132

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phoenix Wealth Advisors's DD Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of DuPont de Nemours (DD) in Q4 2021, closing a stake of 1,365 shares — an estimated $117K sold.

Phoenix Wealth Advisors first reported a position in DD in Q4 2020 and held it in 4 quarters. The position peaked at $134K in Q1 2021. 1,371 funds tracked by Wall St. Rank hold DD as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining DuPont de Nemours position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,365 DuPont de Nemours shares in Q4 2021, an estimated $117K.
  • Phoenix Wealth Advisors first reported a position in DuPont de Nemours in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's DuPont de Nemours position peaked at $134K in Q1 2021.
  • 1,371 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.