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MPS Loria Financial Planners’s DuPont de Nemours DD Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-339
Closed -$32K – 219
2021
Q1 		$32K Hold
339
– – 0.01% 200
2020
Q4 		$30K Buy
339
+53
+19% +$4.16K 0.01% 203
2020
Q3 		$20K Hold
286
– – 0.01% 199
2020
Q2 		$19K Buy
+286
New +$16.7K 0.01% 206

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MPS Loria Financial Planners's DD Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of DuPont de Nemours (DD) in Q2 2021, closing a stake of 339 shares — an estimated $32K sold.

MPS Loria Financial Planners first reported a position in DD in Q2 2020 and held it in 4 quarters. The position peaked at $32K in Q1 2021. 1,306 funds tracked by Wall St. Rank hold DD as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining DuPont de Nemours position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 339 DuPont de Nemours shares in Q2 2021, an estimated $32K.
  • MPS Loria Financial Planners first reported a position in DuPont de Nemours in Q2 2020 and held it in 4 quarters.
  • MPS Loria Financial Planners's DuPont de Nemours position peaked at $32K in Q1 2021.
  • 1,306 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.