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Pinnacle Family Advisors’s DuPont de Nemours DD Stock Holding History

Pinnacle Family 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
-2,635
Closed -$225K – 123
2021
Q3 		$225K Sell
2,635
-6
-0.2% -$556 0.1% 131
2021
Q2 		$257K Buy
+2,641
New +$265K 0.11% 112

Other funds holding DD

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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

Pinnacle Family Advisors's DD Position: Q4 2021 in Review

Pinnacle Family Advisors sold out of DuPont de Nemours (DD) in Q4 2021, closing a stake of 2,635 shares — an estimated $225K sold.

Pinnacle Family Advisors first reported a position in DD in Q2 2021 and held it in 2 quarters. The position peaked at $257K in Q2 2021. 1,371 funds tracked by Wall St. Rank hold DD as of Q4 2021.

  • Pinnacle Family Advisors reported no remaining DuPont de Nemours position as of Q4 2021 after selling out during the quarter.
  • Pinnacle Family Advisors sold 2,635 DuPont de Nemours shares in Q4 2021, an estimated $225K.
  • Pinnacle Family Advisors first reported a position in DuPont de Nemours in Q2 2021 and held it in 2 quarters.
  • Pinnacle Family Advisors's DuPont de Nemours position peaked at $257K in Q2 2021.
  • 1,371 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2021.

Based on Pinnacle Family Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.