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Annex Advisory Services’s Dow Inc DOW Stock Holding History

Annex Advisory Services’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 		– Sell
-3,833
Closed -$221K – 256
2021
Q3 		$221K Sell
3,833
-257
-6% -$15.7K 0.02% 192
2021
Q2 		$259K Buy
+4,090
New +$270K 0.02% 185

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Annex Advisory Services's DOW Position: Q4 2021 in Review

Annex Advisory Services sold out of Dow Inc (DOW) in Q4 2021, closing a stake of 3,833 shares — an estimated $221K sold.

Annex Advisory Services first reported a position in DOW in Q2 2021 and held it in 2 quarters. The position peaked at $259K in Q2 2021. 1,472 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

  • Annex Advisory Services reported no remaining Dow Inc position as of Q4 2021 after selling out during the quarter.
  • Annex Advisory Services sold 3,833 Dow Inc shares in Q4 2021, an estimated $221K.
  • Annex Advisory Services first reported a position in Dow Inc in Q2 2021 and held it in 2 quarters.
  • Annex Advisory Services's Dow Inc position peaked at $259K in Q2 2021.
  • 1,472 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on Annex Advisory Services's 13F filing for Q4 2021, filed 31 Jan 2022.