TWM
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Tradition Wealth Management’s DuPont de Nemours DD Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-346
Closed -$33K – 571
2023
Q4 		$33K Hold
346
– – ﹤0.01% 717
2023
Q3 		$32K Buy
346
+1
+0.3% +$94 ﹤0.01% 707
2023
Q2 		$31K Buy
345
+18
+6% +$1.55K ﹤0.01% 754
2023
Q1 		$29K Buy
327
+5
+2% +$456 ﹤0.01% 749
2022
Q4 		$28K Hold
322
– – ﹤0.01% 677
2022
Q3 		$20K Buy
322
+9
+3% +$642 ﹤0.01% 755
2022
Q2 		$22K Buy
313
+101
+48% +$8.27K ﹤0.01% 627
2022
Q1 		$20K Sell
212
-6
-3% -$585 ﹤0.01% 711
2021
Q4 		$22K Buy
218
+2
+0.9% +$190 ﹤0.01% 703
2021
Q3 		$18K Sell
216
-5
-2% -$463 ﹤0.01% 754
2021
Q2 		$22K Buy
221
+10
+5% +$1K ﹤0.01% 733
2021
Q1 		$20K Buy
211
+1
+0.5% +$96 ﹤0.01% 630
2020
Q4 		$19K Buy
+210
New +$16.5K ﹤0.01% 594

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tradition Wealth Management's DD Position: Q1 2024 in Review

Tradition Wealth Management sold out of DuPont de Nemours (DD) in Q1 2024, closing a stake of 346 shares — an estimated $33K sold.

Tradition Wealth Management first reported a position in DD in Q4 2020 and held it in 13 quarters. The position peaked at $33K in Q4 2023. 1,332 funds tracked by Wall St. Rank hold DD as of Q1 2024.

  • Tradition Wealth Management reported no remaining DuPont de Nemours position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 346 DuPont de Nemours shares in Q1 2024, an estimated $33K.
  • Tradition Wealth Management first reported a position in DuPont de Nemours in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's DuPont de Nemours position peaked at $33K in Q4 2023.
  • 1,332 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.