Safeguard Financial’s DuPont de Nemours DD Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-107	Closed	-$9K	–	174
2023 Q2	$9K	Buy	+107	New	+$9.2K	﹤0.01%	348

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safeguard Financial's DD Position: Q3 2023 in Review

Safeguard Financial sold out of DuPont de Nemours (DD) in Q3 2023, closing a stake of 107 shares — an estimated $9K sold.

Safeguard Financial first reported a position in DD in Q2 2023 and held it in 1 quarter. The position peaked at $9K in Q2 2023. 1,289 funds tracked by Wall St. Rank hold DD as of Q3 2023.

Safeguard Financial reported no remaining DuPont de Nemours position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 107 DuPont de Nemours shares in Q3 2023, an estimated $9K.
Safeguard Financial first reported a position in DuPont de Nemours in Q2 2023 and held it in 1 quarter.
Safeguard Financial's DuPont de Nemours position peaked at $9K in Q2 2023.
1,289 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.