SteelPeak Wealth’s DuPont de Nemours DD Stock Holding History

SteelPeak Wealth’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 Q4	–	Sell	-20,829	Closed	-$2.33M	–	583
2024 Q3	$2.33M	Buy	20,829 +18,822	+938%	+$1.92M	0.1%	152
2024 Q2	$203K	Buy	+2,007	New	+$197K	0.01%	465
2023 Q2	–	Sell	-24,501	Closed	-$2.21M	–	461
2023 Q1	$2.21M	Buy	+24,501	New	+$2.23M	0.15%	106

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SteelPeak Wealth's DD Position: Q4 2024 in Review

SteelPeak Wealth sold out of DuPont de Nemours (DD) in Q4 2024, closing a stake of 20,829 shares — an estimated $2.33M sold.

SteelPeak Wealth first reported a position in DD in Q1 2023 and held it in 3 quarters. The position peaked at $2.33M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold DD as of Q4 2024.

SteelPeak Wealth reported no remaining DuPont de Nemours position as of Q4 2024 after selling out during the quarter.
SteelPeak Wealth sold 20,829 DuPont de Nemours shares in Q4 2024, an estimated $2.33M.
SteelPeak Wealth first reported a position in DuPont de Nemours in Q1 2023 and held it in 3 quarters.
SteelPeak Wealth's DuPont de Nemours position peaked at $2.33M in Q3 2024.
1,414 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

Based on SteelPeak Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.