Transform Wealth’s Corteva CTVA Stock Holding History

Transform Wealth’s Portfolio CTVA Stock Details CTVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,200	Closed	-$241K	–	240
2023 Q2	$241K	Hold	4,200	–	–	0.02%	233
2023 Q1	$253K	Buy	+4,200	New	+$257K	0.02%	223

Other funds holding CTVA

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's CTVA Position: Q3 2023 in Review

Transform Wealth sold out of Corteva (CTVA) in Q3 2023, closing a stake of 4,200 shares — an estimated $241K sold.

Transform Wealth first reported a position in CTVA in Q1 2023 and held it in 2 quarters. The position peaked at $253K in Q1 2023. 1,194 funds tracked by Wall St. Rank hold CTVA as of Q3 2023.

Transform Wealth reported no remaining Corteva position as of Q3 2023 after selling out during the quarter.
Transform Wealth sold 4,200 Corteva shares in Q3 2023, an estimated $241K.
Transform Wealth first reported a position in Corteva in Q1 2023 and held it in 2 quarters.
Transform Wealth's Corteva position peaked at $253K in Q1 2023.
1,194 funds tracked by Wall St. Rank held Corteva as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.