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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

DD holding history

DuPont de Nemours, Inc. in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DD overviewAll 13F holders of DDFull Q3 2023 holdings

Shares (Q3 2023)
3,974
Value
$296.4K
% of portfolio
0.1%
Quarters held
11
Since Q1 2021
Holdings of DD by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20233,974$296.4K0.1%−6,128−60.7%ReducedHolders
Q2 202310,102$721.7K0.1%+859+9.3%AddedHolders
Q1 20239,243$663.4K0.1%+724+8.5%AddedHolders
Q4 20228,519$584.7K0.1%+184+2.2%AddedHolders
Q3 20228,335$420.0K0.1%−76−0.9%ReducedHolders
Q2 20228,411$467.0K0.1%−172−2.0%ReducedHolders
Q1 20228,583$632.0K0.1%−224−2.5%ReducedHolders
Q4 20218,807$711.0K0.1%−3,470−28.3%ReducedHolders
Q3 202112,277$835.0K0.1%+395+3.3%AddedHolders
Q2 202111,882$920.0K0.1%−821−6.5%ReducedHolders
Q1 202112,703$1.05M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.