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BlackDiamond Wealth Management’s Dow Inc DOW Stock Holding History

BlackDiamond 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
Q2 		– Sell
-3,336
Closed -$213K – 112
2022
Q1 		$213K Buy
+3,336
New +$201K 0.25% 101

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackDiamond Wealth Management's DOW Position: Q2 2022 in Review

BlackDiamond Wealth Management sold out of Dow Inc (DOW) in Q2 2022, closing a stake of 3,336 shares — an estimated $213K sold.

BlackDiamond Wealth Management first reported a position in DOW in Q1 2022 and held it in 1 quarter. The position peaked at $213K in Q1 2022. 1,537 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

  • BlackDiamond Wealth Management reported no remaining Dow Inc position as of Q2 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 3,336 Dow Inc shares in Q2 2022, an estimated $213K.
  • BlackDiamond Wealth Management first reported a position in Dow Inc in Q1 2022 and held it in 1 quarter.
  • BlackDiamond Wealth Management's Dow Inc position peaked at $213K in Q1 2022.
  • 1,537 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.