Western Wealth Management’s DuPont de Nemours DD Stock Holding History

Western Wealth Management’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 Q2	–	Sell	-2,773	Closed	-$256K	–	801
2022 Q1	$256K	Buy	+2,773	New	+$271K	0.01%	727
2021 Q2	$353K	Buy	3,610 +70	+2%	+$7.03K	0.04%	447
2021 Q1	$343K	Sell	3,540 -140	-4%	-$13.4K	0.05%	374
2020 Q4	$328K	Buy	3,680 +574	+18%	+$45.1K	0.05%	330
2020 Q3	$216K	Sell	3,106 -399	-11%	-$28K	0.04%	398
2020 Q2	$234K	Buy	+3,505	New	+$205K	0.04%	362
2020 Q1	–	Sell	-4,856	Closed	-$391K	–	382
2019 Q4	$391K	Sell	4,856 -506	-9%	-$42K	0.06%	271
2019 Q3	$479K	Sell	5,362 -290	-5%	-$25.5K	0.1%	222
2019 Q2	$535K	Sell	5,652 -3,970	-41%	-$474K	0.07%	211
2019 Q1	$1.29M	Buy	9,622 +156	+2%	+$21.6K	0.29%	85
2018 Q4	$1.28M	Buy	+9,466	New	+$1.36M	0.34%	69

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

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

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

Western Wealth Management's DD Position: Q2 2022 in Review

Western Wealth Management sold out of DuPont de Nemours (DD) in Q2 2022, closing a stake of 2,773 shares — an estimated $256K sold.

Western Wealth Management first reported a position in DD in Q4 2018 and held it in 11 quarters. The position peaked at $1.29M in Q1 2019. 1,250 funds tracked by Wall St. Rank hold DD as of Q2 2022.

Western Wealth Management reported no remaining DuPont de Nemours position as of Q2 2022 after selling out during the quarter.
Western Wealth Management sold 2,773 DuPont de Nemours shares in Q2 2022, an estimated $256K.
Western Wealth Management first reported a position in DuPont de Nemours in Q4 2018 and held it in 11 quarters.
Western Wealth Management's DuPont de Nemours position peaked at $1.29M in Q1 2019.
1,250 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.