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TFO Wealth Partners’s DuPont de Nemours DD Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-6
Closed -$537 – 239
2024
Q1 		$537 Hold
6
– – ﹤0.01% 246
2023
Q4 		$539 Hold
6
– – ﹤0.01% 313
2023
Q3 		$500 Hold
6
– – ﹤0.01% 456
2023
Q2 		$500 Hold
6
– – ﹤0.01% 281
2023
Q1 		$502 Sell
6
-94
-94% -$8.57K ﹤0.01% 244
2022
Q4 		$4.83K Buy
100
+35
+54% +$2.8K ﹤0.01% 170
2022
Q3 		$4K Sell
65
-41
-39% -$2.93K ﹤0.01% 107
2022
Q2 		$7K Buy
+106
New +$8.68K ﹤0.01% 164

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

TFO Wealth Partners's DD Position: Q2 2024 in Review

TFO Wealth Partners sold out of DuPont de Nemours (DD) in Q2 2024, closing a stake of 6 shares — an estimated $537 sold.

TFO Wealth Partners first reported a position in DD in Q2 2022 and held it in 8 quarters. The position peaked at $7K in Q2 2022. 1,382 funds tracked by Wall St. Rank hold DD as of Q2 2024.

  • TFO Wealth Partners reported no remaining DuPont de Nemours position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 DuPont de Nemours shares in Q2 2024, an estimated $537.
  • TFO Wealth Partners first reported a position in DuPont de Nemours in Q2 2022 and held it in 8 quarters.
  • TFO Wealth Partners's DuPont de Nemours position peaked at $7K in Q2 2022.
  • 1,382 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.