WIM
DD icon

WealthPlan Investment Management’s DuPont de Nemours DD Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-1
Closed -$44 – 201
2023
Q2 		$44 Sell
1
-167
-99% -$14.4K ﹤0.01% 368
2023
Q1 		$15.2K Buy
+168
New +$15.3K ﹤0.01% 305
2022
Q4 		– Sell
-2,631
Closed -$230K – 397
2022
Q3 		$230K Buy
+2,631
New +$188K 0.02% 330
2022
Q1 		$243K Buy
+2,933
New +$286K 0.02% 347

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthPlan Investment Management's DD Position: Q3 2023 in Review

WealthPlan Investment Management sold out of DuPont de Nemours (DD) in Q3 2023, closing a stake of 1 share — an estimated $44 sold.

WealthPlan Investment Management first reported a position in DD in Q1 2022 and held it in 4 quarters. The position peaked at $243K in Q1 2022. 1,289 funds tracked by Wall St. Rank hold DD as of Q3 2023.

  • WealthPlan Investment Management reported no remaining DuPont de Nemours position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1 DuPont de Nemours share in Q3 2023, an estimated $44.
  • WealthPlan Investment Management first reported a position in DuPont de Nemours in Q1 2022 and held it in 4 quarters.
  • WealthPlan Investment Management's DuPont de Nemours position peaked at $243K in Q1 2022.
  • 1,289 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.