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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
2019
Q2 		– Sell
-237
Closed -$32K – 325
2019
Q1 		$32K Buy
+237
New +$32.9K 0.01% 342

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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. 1,399 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.
  • 1,399 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.