WLPWM
DD icon

Walled Lake Planning & Wealth Management’s DuPont de Nemours DD Stock Holding History

Walled Lake Planning & 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
2020
Q1 		– Sell
-17
Closed -$1K – 329
2019
Q4 		$1K Buy
+17
New +$1.41K ﹤0.01% 262

Other funds holding DD

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Walled Lake Planning & Wealth Management's DD Position: Q1 2020 in Review

Walled Lake Planning & Wealth Management sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 17 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in DD in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 1,084 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 17 DuPont de Nemours shares in Q1 2020, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in DuPont de Nemours in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's DuPont de Nemours position peaked at $1K in Q4 2019.
  • 1,084 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.