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WealthShield Partners’s DuPont de Nemours DD Stock Holding History

WealthShield 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
2021
Q2 		– Sell
-319
Closed -$31K – 857
2021
Q1 		$31K Buy
+319
New +$30.6K 0.01% 562
2018
Q1 		– Sell
-1,203
Closed -$219K – 237
2017
Q4 		$219K Buy
+1,203
New +$217K 0.13% 123

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthShield Partners's DD Position: Q2 2021 in Review

WealthShield Partners sold out of DuPont de Nemours (DD) in Q2 2021, closing a stake of 319 shares — an estimated $31K sold.

WealthShield Partners first reported a position in DD in Q4 2017 and held it in 2 quarters. The position peaked at $219K in Q4 2017. 1,306 funds tracked by Wall St. Rank hold DD as of Q2 2021.

  • WealthShield Partners reported no remaining DuPont de Nemours position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 319 DuPont de Nemours shares in Q2 2021, an estimated $31K.
  • WealthShield Partners first reported a position in DuPont de Nemours in Q4 2017 and held it in 2 quarters.
  • WealthShield Partners's DuPont de Nemours position peaked at $219K in Q4 2017.
  • 1,306 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.