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Halpern Financial’s DuPont de Nemours DD Stock Holding History

Halpern Financial’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 		– Sell
-46
Closed -$3.94K – 258
2021
Q3 		$3.94K Hold
46
– – ﹤0.01% 221
2021
Q2 		$4.49K Hold
46
– – ﹤0.01% 187
2021
Q1 		$4.48K Buy
+46
New +$4.41K ﹤0.01% 188

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Halpern Financial's DD Position: Q4 2021 in Review

Halpern Financial sold out of DuPont de Nemours (DD) in Q4 2021, closing a stake of 46 shares — an estimated $3.94K sold.

Halpern Financial first reported a position in DD in Q1 2021 and held it in 3 quarters. The position peaked at $4.49K in Q2 2021. 1,371 funds tracked by Wall St. Rank hold DD as of Q4 2021.

  • Halpern Financial reported no remaining DuPont de Nemours position as of Q4 2021 after selling out during the quarter.
  • Halpern Financial sold 46 DuPont de Nemours shares in Q4 2021, an estimated $3.94K.
  • Halpern Financial first reported a position in DuPont de Nemours in Q1 2021 and held it in 3 quarters.
  • Halpern Financial's DuPont de Nemours position peaked at $4.49K in Q2 2021.
  • 1,371 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.