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Summit Wealth Group’s DuPont de Nemours DD Stock Holding History

Summit Wealth Group’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
-7
Closed -$1K – 90
2021
Q2 		$1K Hold
7
– – ﹤0.01% 183
2021
Q1 		$1K Buy
+7
New +$671 ﹤0.01% 163

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
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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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Wealth Group's DD Position: Q3 2021 in Review

Summit Wealth Group sold out of DuPont de Nemours (DD) in Q3 2021, closing a stake of 7 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in DD in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 1,254 funds tracked by Wall St. Rank hold DD as of Q3 2021.

  • Summit Wealth Group reported no remaining DuPont de Nemours position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 7 DuPont de Nemours shares in Q3 2021, an estimated $1K.
  • Summit Wealth Group first reported a position in DuPont de Nemours in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's DuPont de Nemours position peaked at $1K in Q2 2021.
  • 1,254 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.