Sutton Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Sutton Wealth 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
2023 Q3	$13.3K	Buy	142 +23	+19%	+$2.16K	0.01%	426
2023 Q2	$10.6K	Sell	119 -2	-2%	-$172	0.01%	447
2023 Q1	$10.9K	Sell	121 -813	-87%	-$74.1K	0.01%	405
2022 Q4	$80.5K	Sell	934 -62	-6%	-$4.95K	0.03%	286
2022 Q3	$63K	Buy	996 +44	+5%	+$3.14K	0.03%	329
2022 Q2	$66.4K	Buy	952 +3	+0.3%	+$246	0.03%	313
2022 Q1	$87.6K	Hold	949	–	–	0.03%	275
2021 Q4	$96.2K	Hold	949	–	–	0.03%	269
2021 Q3	$81K	Buy	949 +3	+0.3%	+$278	0.03%	279
2021 Q2	$92K	Hold	946	–	–	0.03%	264
2021 Q1	$91.8K	Hold	946	–	–	0.04%	253
2020 Q4	$84.5K	Buy	946 +13	+1%	+$1.02K	0.04%	245
2020 Q3	$65K	Sell	933 -104	-10%	-$7.29K	0.03%	258
2020 Q2	$69.2K	Sell	1,037 -2	-0.2%	-$117	0.04%	243
2020 Q1	$44.5K	Sell	1,039 -616	-37%	-$37.7K	0.03%	290
2019 Q4	$133K	Sell	1,655 -4	-0.2%	-$332	0.07%	190
2019 Q3	$149K	Sell	1,659 -13	-0.8%	-$1.15K	0.08%	173
2019 Q2	$158K	Sell	1,672 -801	-32%	-$95.6K	0.09%	166
2019 Q1	$334K	Buy	2,473 +15	+0.6%	+$2.08K	0.19%	92
2018 Q4	$333K	Buy	2,458 +25	+1%	+$3.59K	0.21%	81
2018 Q3	$396K	Hold	2,433	–	–	0.26%	62
2018 Q2	$406K	Hold	2,433	–	–	0.28%	59
2018 Q1	$393K	Buy	2,433 +6	+0.2%	+$1.08K	0.28%	60
2017 Q4	$438K	Hold	2,427	–	–	0.32%	58
2017 Q3	$426K	Buy	2,427 +1,206	+99%	+$201K	0.32%	56
2017 Q2	$250K	Buy	1,221 +2	+0.2%	+$318	0.2%	83
2017 Q1	$248K	Hold	1,219	–	–	0.21%	77
2016 Q4	$227K	Hold	1,219	–	–	0.2%	83
2016 Q3	$207K	Hold	1,219	–	–	0.19%	91
2016 Q2	$200K	Buy	1,219 +30	+3%	+$3.95K	0.19%	91
2016 Q1	$191K	Buy	+1,189	New	+$142K	0.18%	92

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

Sutton Wealth Advisors's DD Position: Q3 2023 in Review

Sutton Wealth Advisors increased its DuPont de Nemours (DD) stake by 19% in Q3 2023, buying an estimated $2.16K and bringing the position to 142 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #426.

Sutton Wealth Advisors first reported a position in DD in Q1 2016 and has held it in 31 quarters since. The position peaked at $438K in Q4 2017. 1,290 funds tracked by Wall St. Rank hold DD as of Q3 2023.

Sutton Wealth Advisors held 142 shares of DuPont de Nemours worth $13.3K as of Q3 2023.
Sutton Wealth Advisors bought 23 DuPont de Nemours shares in Q3 2023, an estimated $2.16K.
DuPont de Nemours made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #426 holding.
Sutton Wealth Advisors first reported a position in DuPont de Nemours in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's DuPont de Nemours position peaked at $438K in Q4 2017.
1,290 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.