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Lighthouse Financial Advisors’s DuPont de Nemours DD Stock Holding History

Lighthouse Financial Advisors’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 		– Sell
-112
Closed -$9K – 116
2019
Q4 		$9K Buy
+112
New +$9.3K ﹤0.01% 192

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SI
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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

Lighthouse Financial Advisors's DD Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 112 shares — an estimated $9K sold.

Lighthouse Financial Advisors first reported a position in DD in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 1,084 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 112 DuPont de Nemours shares in Q1 2020, an estimated $9K.
  • Lighthouse Financial Advisors first reported a position in DuPont de Nemours in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's DuPont de Nemours position peaked at $9K in Q4 2019.
  • 1,084 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.