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

Personal 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
2021
Q3 		– Sell
-179
Closed -$17K – 158
2021
Q2 		$17K Buy
+179
New +$18K 0.01% 226
2020
Q1 		– Sell
-67
Closed -$5K – 191
2019
Q4 		$5K Hold
67
– – ﹤0.01% 268
2019
Q3 		$6K Buy
+67
New +$5.9K ﹤0.01% 265

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Massachusetts Financial Services
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Macquarie Group
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
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Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Personal Wealth Partners's DD Position: Q3 2021 in Review

Personal Wealth Partners sold out of DuPont de Nemours (DD) in Q3 2021, closing a stake of 179 shares — an estimated $17K sold.

Personal Wealth Partners first reported a position in DD in Q3 2019 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 1,254 funds tracked by Wall St. Rank hold DD as of Q3 2021.

  • Personal Wealth Partners reported no remaining DuPont de Nemours position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 179 DuPont de Nemours shares in Q3 2021, an estimated $17K.
  • Personal Wealth Partners first reported a position in DuPont de Nemours in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's DuPont de Nemours position peaked at $17K in Q2 2021.
  • 1,254 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.