SWRP
CTVA icon

Summit Wealth & Retirement Planning’s Corteva CTVA Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio CTVA Stock Details CTVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,216
Closed -$243K – 85
2021
Q1 		$243K Hold
5,216
– – 0.09% 87
2020
Q4 		$202K Buy
+5,216
New +$186K 0.08% 110

Other funds holding CTVA

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Summit Wealth & Retirement Planning's CTVA Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of Corteva (CTVA) in Q2 2021, closing a stake of 5,216 shares — an estimated $243K sold.

Summit Wealth & Retirement Planning first reported a position in CTVA in Q4 2020 and held it in 2 quarters. The position peaked at $243K in Q1 2021. 1,040 funds tracked by Wall St. Rank hold CTVA as of Q2 2021.

  • Summit Wealth & Retirement Planning reported no remaining Corteva position as of Q2 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 5,216 Corteva shares in Q2 2021, an estimated $243K.
  • Summit Wealth & Retirement Planning first reported a position in Corteva in Q4 2020 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's Corteva position peaked at $243K in Q1 2021.
  • 1,040 funds tracked by Wall St. Rank held Corteva as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.