West Financial Advisors’s DuPont de Nemours DD Stock Holding History

West Financial Advisors’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 Q1	–	Sell	-198	Closed	-$19.2K	–	157
2023 Q4	$19.2K	Sell	198 -44	-18%	-$4K	﹤0.01%	107
2023 Q3	$22.7K	Hold	242	–	–	0.01%	105
2023 Q2	$21.7K	Buy	242 +44	+22%	+$3.78K	0.01%	105
2023 Q1	$17.9K	Hold	198	–	–	﹤0.01%	105
2022 Q4	$17.1K	Hold	198	–	–	﹤0.01%	104
2022 Q3	$13K	Hold	198	–	–	﹤0.01%	135
2022 Q2	$14K	Hold	198	–	–	﹤0.01%	123
2022 Q1	$18K	Hold	198	–	–	﹤0.01%	125
2021 Q4	$20K	Hold	198	–	–	0.01%	133
2021 Q3	$17K	Hold	198	–	–	0.01%	120
2021 Q2	$19K	Hold	198	–	–	0.01%	112
2021 Q1	$19K	Hold	198	–	–	0.01%	113
2020 Q4	$18K	Buy	+198	New	+$15.5K	0.01%	115

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

West Financial Advisors's DD Position: Q1 2024 in Review

West Financial Advisors sold out of DuPont de Nemours (DD) in Q1 2024, closing a stake of 198 shares — an estimated $19.2K sold.

West Financial Advisors first reported a position in DD in Q4 2020 and held it in 13 quarters. The position peaked at $22.7K in Q3 2023. 1,332 funds tracked by Wall St. Rank hold DD as of Q1 2024.

West Financial Advisors reported no remaining DuPont de Nemours position as of Q1 2024 after selling out during the quarter.
West Financial Advisors sold 198 DuPont de Nemours shares in Q1 2024, an estimated $19.2K.
West Financial Advisors first reported a position in DuPont de Nemours in Q4 2020 and held it in 13 quarters.
West Financial Advisors's DuPont de Nemours position peaked at $22.7K in Q3 2023.
1,332 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2024.

Based on West Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.