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Lake Point Wealth Management’s DuPont de Nemours DD Stock Holding History

Lake Point Wealth Management’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
Q1 		$2K Hold
36
– – ﹤0.01% 258
2019
Q4 		$3K Buy
+36
New +$2.99K ﹤0.01% 426
2019
Q2 		$3K Buy
36
+18
+100% +$2.15K ﹤0.01% 480
2019
Q1 		$3K Buy
+18
New +$2.5K ﹤0.01% 480

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lake Point Wealth Management's DD Position: Q1 2020 in Review

Lake Point Wealth Management held its DuPont de Nemours (DD) position steady in Q1 2020 at 36 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Lake Point Wealth Management first reported a position in DD in Q1 2019 and has held it in 4 quarters since. The position peaked at $3K in Q4 2019. 1,084 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • Lake Point Wealth Management held 36 shares of DuPont de Nemours worth $2K as of Q1 2020.
  • Lake Point Wealth Management left its DuPont de Nemours share count unchanged in Q1 2020.
  • DuPont de Nemours made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #258 holding.
  • Lake Point Wealth Management first reported a position in DuPont de Nemours in Q1 2019 and has held it in 4 quarters since.
  • Lake Point Wealth Management's DuPont de Nemours position peaked at $3K in Q4 2019.
  • 1,084 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.