SOA Wealth Advisors’s Chemours CC Stock Holding History

SOA Wealth Advisors’s Portfolio CC Stock Details CC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12	Closed	-$195	–	889
2024 Q4	$195	Buy	12 +1	+9%	+$19	﹤0.01%	825
2024 Q3	$231	Hold	11	–	–	﹤0.01%	786
2024 Q2	$253	Hold	11	–	–	﹤0.01%	795
2024 Q1	$292	Hold	11	–	–	﹤0.01%	836
2023 Q4	$347	Hold	11	–	–	﹤0.01%	820
2023 Q3	$306	Hold	11	–	–	﹤0.01%	850
2023 Q2	$400	Hold	11	–	–	﹤0.01%	845
2023 Q1	$322	Hold	11	–	–	﹤0.01%	874
2022 Q4	$326	Sell	11 -11	-50%	-$330	﹤0.01%	875
2022 Q3	$0	Hold	22	–	–	﹤0.01%	839
2022 Q2	$0	Hold	22	–	–	﹤0.01%	830
2022 Q1	$0	Hold	22	–	–	﹤0.01%	907
2021 Q4	$0	Hold	22	–	–	﹤0.01%	881
2021 Q3	$0	Hold	22	–	–	﹤0.01%	898
2021 Q2	$0	Hold	22	–	–	﹤0.01%	868
2021 Q1	$0	Hold	22	–	–	﹤0.01%	815
2020 Q4	$0	Buy	+22	New	+$523	﹤0.01%	797

Other funds holding CC

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

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

Fidelity Investments

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return