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Birchcreek Wealth Management’s Dow Inc DOW Stock Holding History

Birchcreek 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
Q1 		– Sell
-594
Closed -$32K – 159
2020
Q4 		$32K Buy
+594
New +$30.7K 0.03% 267

Other funds holding DOW

Vanguard Group
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Birchcreek Wealth Management's DOW Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Dow Inc (DOW) in Q1 2021, closing a stake of 594 shares — an estimated $32K sold.

Birchcreek Wealth Management first reported a position in DOW in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 1,359 funds tracked by Wall St. Rank hold DOW as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Dow Inc position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 594 Dow Inc shares in Q1 2021, an estimated $32K.
  • Birchcreek Wealth Management first reported a position in Dow Inc in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Dow Inc position peaked at $32K in Q4 2020.
  • 1,359 funds tracked by Wall St. Rank held Dow Inc as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.