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

Northstar 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
-3,287
Closed -$264K – 168
2019
Q4 		$264K Sell
3,287
-270
-8% -$22.4K 0.11% 157
2019
Q3 		$318K Sell
3,557
-5,805
-62% -$511K 0.14% 141
2019
Q2 		$882K Sell
9,362
-6,368
-40% -$760K 0.39% 77
2019
Q1 		$2.12M Sell
15,730
-1,126
-7% -$156K 0.97% 31
2018
Q4 		$2.28M Hold
16,856
– – 1.2% 23
2018
Q3 		$2.75M Sell
16,856
-237
-1% -$40.8K 1.32% 19
2018
Q2 		$2.85M Hold
17,093
– – 1.43% 17
2018
Q1 		$2.76M Buy
17,093
+12,971
+315% +$2.35M 1.41% 17
2017
Q4 		$785K Sell
4,122
-2
-0% -$360 0.7% 49
2017
Q3 		$748K Buy
4,124
+1,759
+74% +$294K 0.73% 49
2017
Q2 		$386K Hold
2,365
– – 0.35% 86
2017
Q1 		$380K Buy
+2,365
New +$367K 0.35% 87

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
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 $315B AUM 27.84% 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

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

Northstar Wealth Partners sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 3,287 shares — an estimated $264K sold.

Northstar Wealth Partners first reported a position in DD in Q1 2017 and held it in 12 quarters. The position peaked at $2.85M in Q2 2018. 1,085 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • Northstar Wealth Partners reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • Northstar Wealth Partners sold 3,287 DuPont de Nemours shares in Q1 2020, an estimated $264K.
  • Northstar Wealth Partners first reported a position in DuPont de Nemours in Q1 2017 and held it in 12 quarters.
  • Northstar Wealth Partners's DuPont de Nemours position peaked at $2.85M in Q2 2018.
  • 1,085 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on Northstar Wealth Partners's 13F filing for Q1 2020, filed 15 May 2020.