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WealthPLAN Partners’s DuPont de Nemours DD Stock Holding History

WealthPLAN Partners’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
-1,392
Closed -$125K – 483
2023
Q2 		$125K Buy
1,392
+138
+11% +$11.9K 0.02% 360
2023
Q1 		$113K Sell
1,254
-831
-40% -$75.8K 0.01% 400
2022
Q4 		$200K Buy
+2,085
New +$167K 0.01% 376
2022
Q1 		$243K Buy
2,933
+163
+6% +$15.9K 0.02% 347
2021
Q4 		$266K Buy
2,770
+103
+4% +$9.8K 0.02% 332
2021
Q3 		$260K Buy
+2,667
New +$247K 0.02% 330
2019
Q4 		– Sell
-2,940
Closed -$258K – 251
2019
Q3 		$258K Sell
2,940
-496
-14% -$43.7K 0.04% 209
2019
Q2 		$295K Sell
3,436
-1,669
-33% -$199K 0.04% 188
2019
Q1 		$389K Sell
5,105
-139
-3% -$19.3K 0.06% 179
2018
Q4 		$720K Sell
5,244
-203
-4% -$29.2K 0.12% 122
2018
Q3 		$778K Buy
5,447
+44
+0.8% +$7.57K 0.14% 111
2018
Q2 		$902K Buy
5,403
+560
+12% +$93.7K 0.18% 106
2018
Q1 		$781K Buy
4,843
+478
+11% +$86.5K 0.17% 109
2017
Q4 		$787K Sell
4,365
-2,608
-37% -$470K 0.21% 100
2017
Q3 		$1.22M Buy
6,973
+2,622
+60% +$438K 0.34% 65
2017
Q2 		$695K Buy
4,351
+4,216
+3,123% +$670K 0.2% 86
2017
Q1 		$21.8K Buy
+135
New +$21K 0.08% 179
2016
Q3 		$438K Sell
3,338
-3,219
-49% -$429K 0.14% 90
2016
Q2 		$422K Buy
+6,557
New +$863K 0.05% 226
2015
Q4 		$407K Buy
+9,271
New +$1.19M 0.07% 177
2015
Q2 		$451K Sell
3,478
-1,254
-27% -$162K 0.2% 65
2015
Q1 		$577K Buy
+4,732
New +$562K 0.27% 66

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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's DD Position: Q3 2023 in Review

WealthPLAN Partners sold out of DuPont de Nemours (DD) in Q3 2023, closing a stake of 1,392 shares — an estimated $125K sold.

WealthPLAN Partners first reported a position in DD in Q1 2015 and held it in 22 quarters. The position peaked at $1.22M in Q3 2017. 1,291 funds tracked by Wall St. Rank hold DD as of Q3 2023.

  • WealthPLAN Partners reported no remaining DuPont de Nemours position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,392 DuPont de Nemours shares in Q3 2023, an estimated $125K.
  • WealthPLAN Partners first reported a position in DuPont de Nemours in Q1 2015 and held it in 22 quarters.
  • WealthPLAN Partners's DuPont de Nemours position peaked at $1.22M in Q3 2017.
  • 1,291 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.