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

TCI 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
2024 Q4	–	Sell	-2,225	Closed	-$249K	–	236
2024 Q3	$249K	Buy	2,225 +171	+8%	+$17.4K	0.02%	203
2024 Q2	$208K	Buy	+2,054	New	+$201K	0.02%	211
2023 Q2	–	Sell	-2,049	Closed	-$185K	–	715
2023 Q1	$185K	Sell	2,049 -10	-0.5%	-$912	0.02%	194
2022 Q4	$177K	Sell	2,059 -302	-13%	-$24.1K	0.02%	189
2022 Q3	$149K	Sell	2,361 -129	-5%	-$9.21K	0.02%	193
2022 Q2	$174K	Sell	2,490 -177	-7%	-$14.5K	0.03%	180
2022 Q1	$247K	Buy	2,667 +295	+12%	+$28.8K	0.04%	150
2021 Q4	$240K	Buy	2,372 +15	+0.6%	+$1.43K	0.04%	162
2021 Q3	$201K	Sell	2,357 -121	-5%	-$11.2K	0.03%	184
2021 Q2	$241K	Buy	2,478 +77	+3%	+$7.73K	0.04%	166
2021 Q1	$233K	Buy	2,401 +39	+2%	+$3.74K	0.1%	149
2020 Q4	$211K	Sell	2,362 -844	-26%	-$66.3K	0.09%	156
2020 Q3	$223K	Sell	3,206 -25	-0.8%	-$1.75K	0.09%	144
2020 Q2	$215K	Sell	3,231 -151	-4%	-$8.82K	0.09%	141
2020 Q1	$145K	Buy	3,382 +89	+3%	+$5.45K	0.07%	168
2019 Q4	$265K	Sell	3,293 -56	-2%	-$4.65K	0.1%	141
2019 Q3	$300K	Buy	+3,349	New	+$295K	0.13%	113
2019 Q2	–	Sell	-5,875	Closed	-$793K	–	1442
2019 Q1	$793K	Sell	5,875 -935	-14%	-$130K	0.35%	60
2018 Q4	$922K	Buy	6,810 +662	+11%	+$95.1K	0.45%	55
2018 Q3	$1M	Sell	6,148 -170	-3%	-$29.2K	0.42%	55
2018 Q2	$1.05M	Hold	6,318	–	–	0.47%	53
2018 Q1	$1.02M	Sell	6,318 -3	-0%	-$543	0.47%	50
2017 Q4	$1.14M	Buy	6,321 +771	+14%	+$139K	0.5%	47
2017 Q3	$973K	Buy	5,550 +3,076	+124%	+$513K	0.48%	54
2017 Q2	$395K	Sell	2,474 -25	-1%	-$3.97K	0.2%	85
2017 Q1	$402K	Sell	2,499 -86	-3%	-$13.4K	0.21%	83
2016 Q4	$375K	Buy	2,585 +452	+21%	+$62.9K	0.2%	84
2016 Q3	$280K	Sell	2,133 -10	-0.5%	-$1.33K	0.15%	98
2016 Q2	$270K	Hold	2,143	–	–	0.15%	102
2016 Q1	$276K	Sell	2,143 -148	-6%	-$17.7K	0.15%	102
2015 Q4	$299K	Hold	2,291	–	–	0.17%	103
2015 Q3	$246K	Hold	2,291	–	–	0.15%	110
2015 Q2	$297K	Buy	2,291 +83	+4%	+$10.8K	0.17%	97
2015 Q1	$268K	Sell	2,208 -114	-5%	-$13.5K	0.17%	94
2014 Q4	$268K	Sell	2,322 -26	-1%	-$3.17K	0.17%	103
2014 Q3	$312K	Hold	2,348	–	–	0.2%	89
2014 Q2	$306K	Hold	2,348	–	–	0.18%	95
2014 Q1	$289K	Sell	2,348 -40	-2%	-$4.71K	0.19%	94
2013 Q4	$268K	Buy	2,388 +40	+2%	+$4.1K	0.17%	98
2013 Q3	$228K	Hold	2,348	–	–	0.17%	93
2013 Q2	$191K	Buy	+2,348	New	+$198K	0.15%	104

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

TCI Wealth Advisors's DD Position: Q4 2024 in Review

TCI Wealth Advisors sold out of DuPont de Nemours (DD) in Q4 2024, closing a stake of 2,225 shares — an estimated $249K sold.

TCI Wealth Advisors first reported a position in DD in Q2 2013 and held it in 41 quarters. The position peaked at $1.14M in Q4 2017. 1,415 funds tracked by Wall St. Rank hold DD as of Q4 2024.

TCI Wealth Advisors reported no remaining DuPont de Nemours position as of Q4 2024 after selling out during the quarter.
TCI Wealth Advisors sold 2,225 DuPont de Nemours shares in Q4 2024, an estimated $249K.
TCI Wealth Advisors first reported a position in DuPont de Nemours in Q2 2013 and held it in 41 quarters.
TCI Wealth Advisors's DuPont de Nemours position peaked at $1.14M in Q4 2017.
1,415 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

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