Wagner Wealth Management (South Carolina)’s DuPont de Nemours DD Stock Holding History

Wagner Wealth Management (South Carolina)’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	-87	Closed	-$5K	–	344
2022 Q3	$5K	Hold	87	–	–	﹤0.01%	513
2022 Q2	$6K	Buy	+87	New	+$7.12K	﹤0.01%	501
2022 Q1	–	Sell	-87	Closed	-$9K	–	313
2021 Q4	$9K	Buy	87 +34	+64%	+$3.24K	0.01%	505
2021 Q3	$5K	Hold	53	–	–	﹤0.01%	532
2021 Q2	$5K	Hold	53	–	–	﹤0.01%	567
2021 Q1	$5K	Buy	+53	New	+$5.08K	﹤0.01%	536
2018 Q3	$121K	Buy	744 +13	+2%	+$2.24K	0.08%	174
2018 Q2	$122K	Sell	731 -303	-29%	-$50.7K	0.09%	157
2018 Q1	$167K	Buy	1,034 +5	+0.5%	+$904	0.13%	119
2017 Q4	$196K	Buy	+1,029	New	+$185K	0.15%	111

Other funds holding DD

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s DD Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of DuPont de Nemours (DD) in Q4 2022, closing a stake of 87 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in DD in Q4 2017 and held it in 10 quarters. The position peaked at $196K in Q4 2017. 1,306 funds tracked by Wall St. Rank hold DD as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining DuPont de Nemours position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 87 DuPont de Nemours shares in Q4 2022, an estimated $5K.
Wagner Wealth Management (South Carolina) first reported a position in DuPont de Nemours in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s DuPont de Nemours position peaked at $196K in Q4 2017.
1,306 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.