APWM
DOW icon

Atlas Private Wealth Management’s Dow Inc DOW Stock Holding History

Atlas Private 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
Q2 		– Sell
-579
Closed -$37K – 179
2021
Q1 		$37K Hold
579
– – 0.02% 212
2020
Q4 		$32K Buy
579
+171
+42% +$8.83K 0.02% 228
2020
Q3 		$19K Sell
408
-966
-70% -$43.4K 0.01% 255
2020
Q2 		$56K Hold
1,374
– – 0.05% 188
2020
Q1 		$40K Sell
1,374
-2,886
-68% -$123K 0.04% 197
2019
Q4 		$233K Buy
+4,260
New +$220K 0.18% 112

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlas Private Wealth Management's DOW Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Dow Inc (DOW) in Q2 2021, closing a stake of 579 shares — an estimated $37K sold.

Atlas Private Wealth Management first reported a position in DOW in Q4 2019 and held it in 6 quarters. The position peaked at $233K in Q4 2019. 1,404 funds tracked by Wall St. Rank hold DOW as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Dow Inc position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 579 Dow Inc shares in Q2 2021, an estimated $37K.
  • Atlas Private Wealth Management first reported a position in Dow Inc in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Dow Inc position peaked at $233K in Q4 2019.
  • 1,404 funds tracked by Wall St. Rank held Dow Inc as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.