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Transform Wealth’s DuPont de Nemours DD Stock Holding History

Transform Wealth’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
2023
Q3 		– Sell
-2,713
Closed -$243K – 242
2023
Q2 		$243K Buy
2,713
+4
+0.1% +$344 0.02% 231
2023
Q1 		$244K Buy
+2,709
New +$247K 0.02% 224
2019
Q3 		– Sell
-6,340
Closed -$597K – 216
2019
Q2 		$597K Sell
6,340
-11,315
-64% -$1.35M 0.09% 165
2019
Q1 		$2.38M Sell
17,655
-12,576
-42% -$1.75M 0.44% 81
2018
Q4 		$4.09M Sell
30,231
-3,501
-10% -$503K 0.84% 49
2018
Q3 		$5.49M Sell
33,732
-3,318
-9% -$571K 0.95% 36
2018
Q2 		$6.18M Sell
37,050
-1,628
-4% -$273K 1.12% 24
2018
Q1 		$6.24M Sell
38,678
-4,416
-10% -$799K 1.19% 19
2017
Q4 		$7.77M Buy
43,094
+38,383
+815% +$6.91M 1.43% 11
2017
Q3 		$826K Buy
+4,711
New +$786K 0.29% 115

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transform Wealth's DD Position: Q3 2023 in Review

Transform Wealth sold out of DuPont de Nemours (DD) in Q3 2023, closing a stake of 2,713 shares — an estimated $243K sold.

Transform Wealth first reported a position in DD in Q3 2017 and held it in 10 quarters. The position peaked at $7.77M in Q4 2017. 1,290 funds tracked by Wall St. Rank hold DD as of Q3 2023.

  • Transform Wealth reported no remaining DuPont de Nemours position as of Q3 2023 after selling out during the quarter.
  • Transform Wealth sold 2,713 DuPont de Nemours shares in Q3 2023, an estimated $243K.
  • Transform Wealth first reported a position in DuPont de Nemours in Q3 2017 and held it in 10 quarters.
  • Transform Wealth's DuPont de Nemours position peaked at $7.77M in Q4 2017.
  • 1,290 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2023.

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