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Regal Investment Advisors’s DuPont de Nemours DD Stock Holding History

Regal Investment 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
2024
Q3 		– Sell
-2,024
Closed -$205K – 516
2024
Q2 		$205K Sell
2,024
-349
-15% -$34.2K 0.01% 545
2024
Q1 		$228K Sell
2,373
-235
-9% -$20.9K 0.02% 522
2023
Q4 		$252K Buy
+2,608
New +$237K 0.02% 455
2022
Q4 		– Sell
-12,797
Closed -$810K – 499
2022
Q3 		$810K Buy
12,797
+336
+3% +$24K 0.09% 200
2022
Q2 		$869K Buy
12,461
+4
+0% +$327 0.09% 208
2022
Q1 		$1.15M Buy
12,457
+270
+2% +$26.3K 0.11% 193
2021
Q4 		$1.24M Buy
12,187
+3,617
+42% +$344K 0.11% 203
2021
Q3 		$731K Buy
8,570
+1,856
+28% +$172K 0.07% 285
2021
Q2 		$652K Buy
+6,714
New +$674K 0.07% 292
2021
Q1 		– Sell
-3,232
Closed -$288K – 101
2020
Q4 		$288K Buy
+3,232
New +$254K 0.03% 370
2020
Q1 		– Sell
-14,302
Closed -$1.15M – 78
2019
Q4 		$1.15M Sell
14,302
-2,579
-15% -$214K 0.21% 126
2019
Q3 		$1.51M Sell
16,881
-1,921
-10% -$169K 0.29% 104
2019
Q2 		$1.77M Sell
18,802
-8,504
-31% -$1.02M 0.35% 94
2019
Q1 		$3.69M Sell
27,306
-915
-3% -$127K 0.75% 30
2018
Q4 		$3.82M Buy
28,221
+37
+0.1% +$5.31K 0.84% 31
2018
Q3 		$4.59M Buy
28,184
+4,771
+20% +$821K 0.97% 27
2018
Q2 		$3.91M Sell
23,413
-8,698
-27% -$1.46M 1.19% 14
2018
Q1 		$5.18M Sell
32,111
-1,059
-3% -$192K 1.15% 20
2017
Q4 		$5.98M Buy
33,170
+69
+0.2% +$12.4K 1.33% 13
2017
Q3 		$5.8M Buy
33,101
+3,855
+13% +$643K 1.35% 11
2017
Q2 		$4.67M Sell
29,246
-638
-2% -$101K 1.16% 18
2017
Q1 		$4.81M Buy
29,884
+604
+2% +$93.8K 1.25% 13
2016
Q4 		$4.24M Buy
29,280
+1,160
+4% +$162K 1.17% 14
2016
Q3 		$3.69M Buy
28,120
+2,219
+9% +$296K 1.05% 21
2016
Q2 		$3.26M Sell
25,901
-1,492
-5% -$196K 0.9% 30
2016
Q1 		$3.53M Buy
27,393
+169
+0.6% +$20.3K 0.96% 29
2015
Q4 		$3.55M Buy
27,224
+5,229
+24% +$671K 0.92% 32
2015
Q3 		$2.36M Buy
21,995
+2,157
+11% +$250K 0.61% 62
2015
Q2 		$2.57M Sell
19,838
-49
-0.2% -$6.35K 0.7% 54
2015
Q1 		$2.42M Buy
19,887
+3,753
+23% +$445K 0.6% 62
2014
Q4 		$1.86M Buy
16,134
+1,859
+13% +$227K 0.5% 72
2014
Q3 		$1.9M Sell
14,275
-550
-4% -$73.3K 0.57% 62
2014
Q2 		$1.93M Buy
14,825
+1,543
+12% +$197K 0.69% 54
2014
Q1 		$1.63M Buy
13,282
+2,642
+25% +$311K 0.69% 55
2013
Q4 		$1.2M Sell
10,640
-294
-3% -$30.1K 0.68% 60
2013
Q3 		$1.06M Buy
10,934
+239
+2% +$22.3K 0.62% 61
2013
Q2 		$880K Buy
+10,695
New +$902K 0.49% 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

Regal Investment Advisors's DD Position: Q3 2024 in Review

Regal Investment Advisors sold out of DuPont de Nemours (DD) in Q3 2024, closing a stake of 2,024 shares — an estimated $205K sold.

Regal Investment Advisors first reported a position in DD in Q2 2013 and held it in 37 quarters. The position peaked at $5.98M in Q4 2017. 1,398 funds tracked by Wall St. Rank hold DD as of Q3 2024.

  • Regal Investment Advisors reported no remaining DuPont de Nemours position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 2,024 DuPont de Nemours shares in Q3 2024, an estimated $205K.
  • Regal Investment Advisors first reported a position in DuPont de Nemours in Q2 2013 and held it in 37 quarters.
  • Regal Investment Advisors's DuPont de Nemours position peaked at $5.98M in Q4 2017.
  • 1,398 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.