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Oak Point Wealth Management’s DuPont de Nemours DD Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		$34K Hold
215
– – 0.03% 115
2017
Q4 		$39K Buy
+215
New +$38.7K 0.04% 120

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oak Point Wealth Management's DD Position: Q1 2018 in Review

Oak Point Wealth Management held its DuPont de Nemours (DD) position steady in Q1 2018 at 215 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #115.

Oak Point Wealth Management first reported a position in DD in Q4 2017 and has held it in 2 quarters since. The position peaked at $39K in Q4 2017. 1,836 funds tracked by Wall St. Rank hold DD as of Q1 2018.

  • Oak Point Wealth Management held 215 shares of DuPont de Nemours worth $34K as of Q1 2018.
  • Oak Point Wealth Management left its DuPont de Nemours share count unchanged in Q1 2018.
  • DuPont de Nemours made up 0.03% of Oak Point Wealth Management's portfolio in Q1 2018, its #115 holding.
  • Oak Point Wealth Management first reported a position in DuPont de Nemours in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's DuPont de Nemours position peaked at $39K in Q4 2017.
  • 1,836 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.