1776 Wealth’s Dow Inc DOW Stock Holding History

1776 Wealth’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-678	Closed	-$27K	–	160
2020 Q2	$27K	Sell	678 -378	-36%	-$13.8K	0.02%	227
2020 Q1	$39K	Buy	1,056 +678	+179%	+$28.8K	0.02%	238
2019 Q4	$20K	Buy	+378	New	+$19.5K	0.02%	241

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

1776 Wealth's DOW Position: Q3 2020 in Review

1776 Wealth sold out of Dow Inc (DOW) in Q3 2020, closing a stake of 678 shares — an estimated $27K sold.

1776 Wealth first reported a position in DOW in Q4 2019 and held it in 3 quarters. The position peaked at $39K in Q1 2020. 1,146 funds tracked by Wall St. Rank hold DOW as of Q3 2020.

1776 Wealth reported no remaining Dow Inc position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 678 Dow Inc shares in Q3 2020, an estimated $27K.
1776 Wealth first reported a position in Dow Inc in Q4 2019 and held it in 3 quarters.
1776 Wealth's Dow Inc position peaked at $39K in Q1 2020.
1,146 funds tracked by Wall St. Rank held Dow Inc as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.