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TrinityPoint Wealth’s DuPont de Nemours DD Stock Holding History

TrinityPoint 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
2022
Q4 		– Sell
-3,470
Closed -$220K – 280
2022
Q3 		$220K Buy
3,470
+22
+0.6% +$1.57K 0.05% 248
2022
Q2 		$241K Sell
3,448
-20
-0.6% -$1.64K 0.05% 235
2022
Q1 		$320K Buy
3,468
+24
+0.7% +$2.34K 0.06% 239
2021
Q4 		$349K Hold
3,444
– – 0.06% 229
2021
Q3 		$294K Buy
3,444
+409
+13% +$37.9K 0.06% 245
2021
Q2 		$295K Buy
3,035
+42
+1% +$4.22K 0.06% 214
2021
Q1 		$290K Buy
+2,993
New +$287K 0.07% 202
2019
Q2 		– Sell
-5,219
Closed -$705K – 175
2019
Q1 		$705K Buy
5,219
+970
+23% +$135K 0.35% 79
2018
Q4 		$575K Buy
+4,249
New +$610K 0.35% 78

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TrinityPoint Wealth's DD Position: Q4 2022 in Review

TrinityPoint Wealth sold out of DuPont de Nemours (DD) in Q4 2022, closing a stake of 3,470 shares — an estimated $220K sold.

TrinityPoint Wealth first reported a position in DD in Q4 2018 and held it in 9 quarters. The position peaked at $705K in Q1 2019. 1,306 funds tracked by Wall St. Rank hold DD as of Q4 2022.

  • TrinityPoint Wealth reported no remaining DuPont de Nemours position as of Q4 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 3,470 DuPont de Nemours shares in Q4 2022, an estimated $220K.
  • TrinityPoint Wealth first reported a position in DuPont de Nemours in Q4 2018 and held it in 9 quarters.
  • TrinityPoint Wealth's DuPont de Nemours position peaked at $705K in Q1 2019.
  • 1,306 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2022.

Based on TrinityPoint Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.