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SYSTM Wealth Solutions’s DuPont de Nemours DD Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-116
Closed -$11.7K – 233
2024
Q2 		$11.7K Sell
116
-1,568
-93% -$154K ﹤0.01% 454
2024
Q1 		$162K Sell
1,684
-136
-7% -$12.1K 0.02% 420
2023
Q4 		$176K Sell
1,820
-690
-27% -$62.7K 0.02% 395
2023
Q3 		$235K Sell
2,510
-478
-16% -$44.9K 0.04% 408
2023
Q2 		$268K Buy
2,988
+57
+2% +$4.9K 0.04% 404
2023
Q1 		$264K Sell
2,931
-6,806
-70% -$621K 0.04% 401
2022
Q4 		$839K Buy
+9,737
New +$778K 0.1% 245

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

SYSTM Wealth Solutions's DD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of DuPont de Nemours (DD) in Q3 2024, closing a stake of 116 shares — an estimated $11.7K sold.

SYSTM Wealth Solutions first reported a position in DD in Q4 2022 and held it in 7 quarters. The position peaked at $839K in Q4 2022. 1,398 funds tracked by Wall St. Rank hold DD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining DuPont de Nemours position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 116 DuPont de Nemours shares in Q3 2024, an estimated $11.7K.
  • SYSTM Wealth Solutions first reported a position in DuPont de Nemours in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's DuPont de Nemours position peaked at $839K in Q4 2022.
  • 1,398 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.