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Atticus Wealth Management’s Dow Inc DOW Stock Holding History

Atticus 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
2022
Q1 		– Sell
-7
Closed – – 597
2021
Q4 		$0 Sell
7
-624
-99% -$35.6K ﹤0.01% 452
2021
Q3 		$36K Sell
631
-1,647
-72% -$101K 0.02% 270
2021
Q2 		$144K Sell
2,278
-58
-2% -$3.83K 0.06% 137
2021
Q1 		$149K Buy
+2,336
New +$140K 0.07% 130
2020
Q1 		– Sell
-554
Closed -$30K – 343
2019
Q4 		$30K Buy
+554
New +$28.6K 0.02% 200

Other funds holding DOW

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atticus Wealth Management's DOW Position: Q1 2022 in Review

Atticus Wealth Management sold out of Dow Inc (DOW) in Q1 2022, closing a stake of 7 shares.

Atticus Wealth Management first reported a position in DOW in Q4 2019 and held it in 5 quarters. The position peaked at $149K in Q1 2021. 1,545 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

  • Atticus Wealth Management reported no remaining Dow Inc position as of Q1 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 7 Dow Inc shares in Q1 2022.
  • Atticus Wealth Management first reported a position in Dow Inc in Q4 2019 and held it in 5 quarters.
  • Atticus Wealth Management's Dow Inc position peaked at $149K in Q1 2021.
  • 1,545 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on Atticus Wealth Management's 13F filing for Q1 2022, filed 15 Apr 2022.