VA
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Valmark Advisers’s DuPont de Nemours DD Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-2,029
Closed -$227K – 598
2024
Q3 		$227K Buy
+2,029
New +$207K ﹤0.01% 557
2019
Q2 		– Sell
-1,794
Closed -$242K – 230
2019
Q1 		$242K Hold
1,794
– – 0.01% 198
2018
Q4 		$243K Sell
1,794
-29
-2% -$4.17K 0.01% 183
2018
Q3 		$297K Hold
1,823
– – 0.01% 160
2018
Q2 		$304K Sell
1,823
-31
-2% -$5.19K 0.01% 152
2018
Q1 		$299K Sell
1,854
-28
-1% -$5.06K 0.01% 150
2017
Q4 		$339K Buy
+1,882
New +$339K 0.01% 139

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

Valmark Advisers's DD Position: Q4 2024 in Review

Valmark Advisers sold out of DuPont de Nemours (DD) in Q4 2024, closing a stake of 2,029 shares — an estimated $227K sold.

Valmark Advisers first reported a position in DD in Q4 2017 and held it in 7 quarters. The position peaked at $339K in Q4 2017. 1,414 funds tracked by Wall St. Rank hold DD as of Q4 2024.

  • Valmark Advisers reported no remaining DuPont de Nemours position as of Q4 2024 after selling out during the quarter.
  • Valmark Advisers sold 2,029 DuPont de Nemours shares in Q4 2024, an estimated $227K.
  • Valmark Advisers first reported a position in DuPont de Nemours in Q4 2017 and held it in 7 quarters.
  • Valmark Advisers's DuPont de Nemours position peaked at $339K in Q4 2017.
  • 1,414 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

Based on Valmark Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.