Castle Financial & Retirement Planning Associates’s DuPont de Nemours DD Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$15K	Buy	+147	New	+$14K	0.05%	77

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Castle Financial & Retirement Planning Associates's DD Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in DuPont de Nemours (DD) in Q4 2021: 147 shares worth $15K. The stake represents 0.05% of the portfolio and ranks #77 among its holdings.

1,371 funds tracked by Wall St. Rank hold DD as of Q4 2021.

Castle Financial & Retirement Planning Associates held 147 shares of DuPont de Nemours worth $15K as of Q4 2021.
DuPont de Nemours was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
DuPont de Nemours made up 0.05% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #77 holding.
1,371 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.