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YorkBridge Wealth Partners’s DuPont de Nemours DD Stock Holding History

YorkBridge Wealth Partners’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 		$324K Sell
3,764
-2,594
-41% -$207K 0.08% 170
2022
Q3 		$402K Sell
6,358
-451
-7% -$32.2K 0.1% 137
2022
Q2 		$475K Sell
6,809
-1,768
-21% -$145K 0.12% 128
2022
Q1 		$792K Buy
8,577
+1,178
+16% +$115K 0.17% 103
2021
Q4 		$750K Buy
7,399
+3,675
+99% +$350K 0.17% 104
2021
Q3 		$318K Sell
3,724
-81
-2% -$7.5K 0.08% 210
2021
Q2 		$370K Sell
3,805
-13
-0.3% -$1.31K 0.1% 163
2021
Q1 		$370K Sell
3,818
-275
-7% -$26.4K 0.11% 154
2020
Q4 		$365K Sell
4,093
-60
-1% -$4.71K 0.12% 133
2020
Q3 		$289K Buy
4,153
+17
+0.4% +$1.19K 0.12% 141
2020
Q2 		$276K Buy
+4,136
New +$242K 0.13% 140
2020
Q1 		– Sell
-3,905
Closed -$315K – 166
2019
Q4 		$315K Sell
3,905
-218
-5% -$18.1K 0.14% 138
2019
Q3 		$369K Sell
4,123
-1,353
-25% -$119K 0.19% 120
2019
Q2 		$516K Sell
5,476
-3,930
-42% -$469K 0.23% 92
2019
Q1 		$1.27M Buy
9,406
+274
+3% +$38K 0.59% 52
2018
Q4 		$1.24M Sell
9,132
-116
-1% -$16.7K 0.65% 46
2018
Q3 		$1.52M Sell
9,248
-12
-0.1% -$2.06K 0.69% 40
2018
Q2 		$1.55M Buy
9,260
+51
+0.6% +$8.54K 0.68% 38
2018
Q1 		$1.55M Sell
9,209
-87
-0.9% -$15.7K 0.71% 36
2017
Q4 		$1.6M Buy
+9,296
New +$1.67M 0.77% 30
2017
Q3 		– Sell
-5,914
Closed -$987K – 885
2017
Q2 		$958K Hold
5,914
– – 0.51% 52
2017
Q1 		$936K Buy
5,914
+3,288
+125% +$510K 0.49% 57
2016
Q4 		$360K Buy
+2,626
New +$366K 0.21% 104

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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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YorkBridge Wealth Partners's DD Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its DuPont de Nemours (DD) stake by 41% in Q4 2022, selling an estimated $207K and leaving 3,764 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #170.

YorkBridge Wealth Partners first reported a position in DD in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.6M in Q4 2017. 1,306 funds tracked by Wall St. Rank hold DD as of Q4 2022.

  • YorkBridge Wealth Partners held 3,764 shares of DuPont de Nemours worth $324K as of Q4 2022.
  • YorkBridge Wealth Partners sold 2,594 DuPont de Nemours shares in Q4 2022, an estimated $207K.
  • DuPont de Nemours made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #170 holding.
  • YorkBridge Wealth Partners first reported a position in DuPont de Nemours in Q4 2016 and has held it in 23 quarters since.
  • YorkBridge Wealth Partners's DuPont de Nemours position peaked at $1.6M in Q4 2017.
  • 1,306 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.