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Moller Wealth Partners’s DuPont de Nemours DD Stock Holding History

Moller Wealth 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
2020
Q1 		– Sell
-3,107
Closed -$250K – 47
2019
Q4 		$250K Hold
3,107
– – 0.11% 46
2019
Q3 		$278K Hold
3,107
– – 0.13% 41
2019
Q2 		$293K Sell
3,107
-7,161
-70% -$855K 0.15% 44
2019
Q1 		$1.42M Buy
10,268
+4,620
+82% +$641K 0.63% 22
2018
Q4 		$792K Buy
5,648
+1,028
+22% +$148K 0.52% 31
2018
Q3 		$752K Hold
4,620
– – 0.33% 24
2018
Q2 		$771K Hold
4,620
– – 0.3% 26
2018
Q1 		$745K Sell
4,620
-474
-9% -$85.7K 0.32% 25
2017
Q4 		$919K Hold
5,094
– – 0.35% 25
2017
Q3 		$893K Buy
+5,094
New +$850K 0.34% 24

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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

Moller Wealth Partners's DD Position: Q1 2020 in Review

Moller Wealth Partners sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 3,107 shares — an estimated $250K sold.

Moller Wealth Partners first reported a position in DD in Q3 2017 and held it in 10 quarters. The position peaked at $1.42M in Q1 2019. 1,085 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • Moller Wealth Partners reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • Moller Wealth Partners sold 3,107 DuPont de Nemours shares in Q1 2020, an estimated $250K.
  • Moller Wealth Partners first reported a position in DuPont de Nemours in Q3 2017 and held it in 10 quarters.
  • Moller Wealth Partners's DuPont de Nemours position peaked at $1.42M in Q1 2019.
  • 1,085 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on Moller Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.