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WR Wealth Planners’s DuPont de Nemours DD Stock Holding History

WR Wealth Planners’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
2024
Q4 		$144K Buy
1,501
+32
+2% +$3.33K 0.05% 188
2024
Q3 		$164K Buy
1,469
+98
+7% +$9.98K 0.05% 210
2024
Q2 		$139K Buy
1,371
+12
+0.9% +$1.18K 0.04% 215
2024
Q1 		$131K Buy
+1,359
New +$121K 0.04% 225
2023
Q4 		– Sell
-1,369
Closed -$128K – 336
2023
Q3 		$128K Hold
1,369
– – 0.05% 213
2023
Q2 		$123K Sell
1,369
-153
-10% -$13.2K 0.05% 218
2023
Q1 		$137K Buy
1,522
+87
+6% +$7.93K 0.06% 197
2022
Q4 		$124K Buy
1,435
+7
+0.5% +$559 0.08% 126
2022
Q3 		$90.4K Buy
1,428
+8
+0.6% +$571 0.06% 131
2022
Q2 		$99.1K Buy
1,420
+8
+0.6% +$655 0.07% 129
2022
Q1 		$130K Buy
+1,412
New +$138K 0.08% 122

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's DD Position: Q4 2024 in Review

WR Wealth Planners increased its DuPont de Nemours (DD) stake by 2.2% in Q4 2024, buying an estimated $3.33K and bringing the position to 1,501 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #188.

WR Wealth Planners first reported a position in DD in Q1 2022 and has held it in 11 quarters since. The position peaked at $164K in Q3 2024. 1,415 funds tracked by Wall St. Rank hold DD as of Q4 2024.

  • WR Wealth Planners held 1,501 shares of DuPont de Nemours worth $144K as of Q4 2024.
  • WR Wealth Planners bought 32 DuPont de Nemours shares in Q4 2024, an estimated $3.33K.
  • DuPont de Nemours made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #188 holding.
  • WR Wealth Planners first reported a position in DuPont de Nemours in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's DuPont de Nemours position peaked at $164K in Q3 2024.
  • 1,415 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.