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Wetzel Investment Advisors’s DuPont de Nemours DD Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-1,555
Closed -$150K – 292
2024
Q2 		$150K Sell
1,555
-9
-0.6% -$881 0.09% 141
2024
Q1 		$144K Sell
1,564
-289
-16% -$25.7K 0.09% 146
2023
Q4 		$179K Buy
+1,853
New +$168K 0.11% 120

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

Wetzel Investment Advisors's DD Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of DuPont de Nemours (DD) in Q3 2024, closing a stake of 1,555 shares — an estimated $150K sold.

Wetzel Investment Advisors first reported a position in DD in Q4 2023 and held it in 3 quarters. The position peaked at $179K in Q4 2023. 1,398 funds tracked by Wall St. Rank hold DD as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining DuPont de Nemours position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,555 DuPont de Nemours shares in Q3 2024, an estimated $150K.
  • Wetzel Investment Advisors first reported a position in DuPont de Nemours in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's DuPont de Nemours position peaked at $179K in Q4 2023.
  • 1,398 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.