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Life Planning Partners’s DuPont de Nemours DD Stock Holding History

Life Planning 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
2024
Q1 		– Sell
-106
Closed -$10.2K – 101
2023
Q4 		$10.2K Buy
+106
New +$9.64K 0.01% 157
2022
Q3 		$6.7K Hold
106
– – 0.01% 142
2022
Q2 		$7K Hold
106
– – 0.01% 143
2022
Q1 		$10K Hold
106
– – 0.01% 133
2021
Q4 		$11K Buy
+106
New +$10.1K 0.01% 129

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Life Planning Partners's DD Position: Q1 2024 in Review

Life Planning Partners sold out of DuPont de Nemours (DD) in Q1 2024, closing a stake of 106 shares — an estimated $10.2K sold.

Life Planning Partners first reported a position in DD in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 1,332 funds tracked by Wall St. Rank hold DD as of Q1 2024.

  • Life Planning Partners reported no remaining DuPont de Nemours position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 106 DuPont de Nemours shares in Q1 2024, an estimated $10.2K.
  • Life Planning Partners first reported a position in DuPont de Nemours in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's DuPont de Nemours position peaked at $11K in Q4 2021.
  • 1,332 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.