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

CFM 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
2020
Q3 		– Sell
-850
Closed -$56K – 234
2020
Q2 		$56K Hold
850
– – 0.02% 266
2020
Q1 		$36K Buy
850
+315
+59% +$19.3K 0.02% 304
2019
Q4 		$41K Buy
+535
New +$44.4K 0.02% 294

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
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Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFM Wealth Partners's DD Position: Q3 2020 in Review

CFM Wealth Partners sold out of DuPont de Nemours (DD) in Q3 2020, closing a stake of 850 shares — an estimated $56K sold.

CFM Wealth Partners first reported a position in DD in Q4 2019 and held it in 3 quarters. The position peaked at $56K in Q2 2020. 1,186 funds tracked by Wall St. Rank hold DD as of Q3 2020.

  • CFM Wealth Partners reported no remaining DuPont de Nemours position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 850 DuPont de Nemours shares in Q3 2020, an estimated $56K.
  • CFM Wealth Partners first reported a position in DuPont de Nemours in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's DuPont de Nemours position peaked at $56K in Q2 2020.
  • 1,186 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.