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Laurel Wealth Planning’s DuPont de Nemours DD Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-5
Closed -$412 – 91
2022
Q4 		$412 Hold
5
– – ﹤0.01% 206
2022
Q3 		$0 Hold
5
– – ﹤0.01% 220
2022
Q2 		$0 Hold
5
– – ﹤0.01% 249
2022
Q1 		$0 Hold
5
– – ﹤0.01% 264
2021
Q4 		$0 Hold
5
– – ﹤0.01% 204
2021
Q3 		$0 Hold
5
– – ﹤0.01% 213
2021
Q2 		$0 Hold
5
– – ﹤0.01% 129
2021
Q1 		$0 Hold
5
– – ﹤0.01% 121
2020
Q4 		$0 Buy
+5
New +$393 ﹤0.01% 122

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurel Wealth Planning's DD Position: Q1 2023 in Review

Laurel Wealth Planning sold out of DuPont de Nemours (DD) in Q1 2023, closing a stake of 5 shares — an estimated $412 sold.

Laurel Wealth Planning first reported a position in DD in Q4 2020 and held it in 9 quarters. The position peaked at $412 in Q4 2022. 1,305 funds tracked by Wall St. Rank hold DD as of Q1 2023.

  • Laurel Wealth Planning reported no remaining DuPont de Nemours position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 5 DuPont de Nemours shares in Q1 2023, an estimated $412.
  • Laurel Wealth Planning first reported a position in DuPont de Nemours in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's DuPont de Nemours position peaked at $412 in Q4 2022.
  • 1,305 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.