PWM
DD icon

PRW Wealth Management’s DuPont de Nemours DD Stock Holding History

PRW Wealth 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
2021
Q3 		– Sell
-6,132
Closed -$596K – 139
2021
Q2 		$596K Buy
+6,132
New +$616K 0.18% 141
2019
Q2 		– Sell
-196
Closed -$26K – 209
2019
Q1 		$26K Hold
196
– – 0.02% 219
2018
Q4 		$26K Buy
+196
New +$28.1K 0.03% 210

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PRW Wealth Management's DD Position: Q3 2021 in Review

PRW Wealth Management sold out of DuPont de Nemours (DD) in Q3 2021, closing a stake of 6,132 shares — an estimated $596K sold.

PRW Wealth Management first reported a position in DD in Q4 2018 and held it in 3 quarters. The position peaked at $596K in Q2 2021. 1,254 funds tracked by Wall St. Rank hold DD as of Q3 2021.

  • PRW Wealth Management reported no remaining DuPont de Nemours position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 6,132 DuPont de Nemours shares in Q3 2021, an estimated $596K.
  • PRW Wealth Management first reported a position in DuPont de Nemours in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's DuPont de Nemours position peaked at $596K in Q2 2021.
  • 1,254 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.