Altavista Wealth Management’s Dow Inc DOW Stock Holding History

Altavista Wealth Management’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
2021 Q4	$265K	Hold	4,679	–	–	0.05%	167
2021 Q3	$269K	Hold	4,679	–	–	0.06%	162
2021 Q2	$296K	Hold	4,679	–	–	0.06%	157
2021 Q1	$299K	Sell	4,679 -85	-2%	-$5.09K	0.07%	150
2020 Q4	$264K	Hold	4,764	–	–	0.07%	152
2020 Q3	$224K	Buy	+4,764	New	+$214K	0.06%	154
2020 Q1	–	Sell	-4,964	Closed	-$272K	–	160
2019 Q4	$272K	Sell	4,964 -91	-2%	-$4.7K	0.08%	144
2019 Q3	$241K	Sell	5,055 -10	-0.2%	-$468	0.07%	149
2019 Q2	$250K	Buy	+5,065	New	+$267K	0.08%	140

Other funds holding DOW

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altavista Wealth Management's DOW Position: Q4 2021 in Review

Altavista Wealth Management held its Dow Inc (DOW) position steady in Q4 2021 at 4,679 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #167.

Altavista Wealth Management first reported a position in DOW in Q2 2019 and has held it in 9 quarters since. The position peaked at $299K in Q1 2021. 1,473 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

Altavista Wealth Management held 4,679 shares of Dow Inc worth $265K as of Q4 2021.
Altavista Wealth Management left its Dow Inc share count unchanged in Q4 2021.
Dow Inc made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #167 holding.
Altavista Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 9 quarters since.
Altavista Wealth Management's Dow Inc position peaked at $299K in Q1 2021.
1,473 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.