RWM
DD icon

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

RKL 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
2025
Q1 		– Sell
-2,569
Closed -$246K – 174
2024
Q4 		$246K Buy
2,569
+652
+34% +$67.8K 0.02% 160
2024
Q3 		$214K Buy
+1,917
New +$195K 0.02% 154
2019
Q3 		– Sell
-6,516
Closed -$622K – 126
2019
Q2 		$622K Sell
6,516
-3,139
-33% -$375K 0.11% 87
2019
Q1 		$1.3M Buy
9,655
+245
+3% +$34K 0.26% 64
2018
Q4 		$1.27M Sell
9,410
-60
-0.6% -$8.62K 0.29% 60
2018
Q3 		$1.54M Sell
9,470
-297
-3% -$51.1K 0.33% 57
2018
Q2 		$1.63M Sell
9,767
-200
-2% -$33.5K 0.37% 54
2018
Q1 		$1.61M Buy
9,967
+167
+2% +$30.2K 0.38% 56
2017
Q4 		$1.77M Buy
9,800
+235
+2% +$42.3K 0.44% 53
2017
Q3 		$1.69M Buy
9,565
+3,380
+55% +$564K 0.48% 52
2017
Q2 		$983K Buy
6,185
+2,526
+69% +$401K 0.31% 66
2017
Q1 		$588K Buy
+3,659
New +$568K 0.24% 68

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RKL Wealth Management's DD Position: Q1 2025 in Review

RKL Wealth Management sold out of DuPont de Nemours (DD) in Q1 2025, closing a stake of 2,569 shares — an estimated $246K sold.

RKL Wealth Management first reported a position in DD in Q1 2017 and held it in 12 quarters. The position peaked at $1.77M in Q4 2017. 1,396 funds tracked by Wall St. Rank hold DD as of Q1 2025.

  • RKL Wealth Management reported no remaining DuPont de Nemours position as of Q1 2025 after selling out during the quarter.
  • RKL Wealth Management sold 2,569 DuPont de Nemours shares in Q1 2025, an estimated $246K.
  • RKL Wealth Management first reported a position in DuPont de Nemours in Q1 2017 and held it in 12 quarters.
  • RKL Wealth Management's DuPont de Nemours position peaked at $1.77M in Q4 2017.
  • 1,396 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2025.

Based on RKL Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.