Summit Wealth & Retirement Planning’s DuPont de Nemours DD Stock Holding History

Summit Wealth & Retirement Planning’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 Q1	–	Sell	-4,024	Closed	-$359K	–	108
2020 Q4	$359K	Hold	4,024	–	–	0.14%	89
2020 Q3	$280K	Hold	4,024	–	–	0.12%	90
2020 Q2	$268K	Buy	+4,024	New	+$235K	0.13%	98
2020 Q1	–	Sell	-4,024	Closed	-$324K	–	117
2019 Q4	$324K	Sell	4,024 -195	-5%	-$16.2K	0.14%	104
2019 Q3	$378K	Hold	4,219	–	–	0.23%	86
2019 Q2	$398K	Sell	4,219 -2,058	-33%	-$246K	0.23%	87
2019 Q1	$847K	Hold	6,277	–	–	0.5%	49
2018 Q4	$850K	Buy	+6,277	New	+$901K	0.64%	40

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth & Retirement Planning's DD Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of DuPont de Nemours (DD) in Q1 2021, closing a stake of 4,024 shares — an estimated $359K sold.

Summit Wealth & Retirement Planning first reported a position in DD in Q4 2018 and held it in 8 quarters. The position peaked at $850K in Q4 2018. 1,293 funds tracked by Wall St. Rank hold DD as of Q1 2021.

Summit Wealth & Retirement Planning reported no remaining DuPont de Nemours position as of Q1 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 4,024 DuPont de Nemours shares in Q1 2021, an estimated $359K.
Summit Wealth & Retirement Planning first reported a position in DuPont de Nemours in Q4 2018 and held it in 8 quarters.
Summit Wealth & Retirement Planning's DuPont de Nemours position peaked at $850K in Q4 2018.
1,293 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.