BNC Wealth Management’s Dow Inc DOW Stock Holding History

BNC 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
2020 Q4	–	Sell	-420	Closed	-$20K	–	199
2020 Q3	$20K	Buy	+420	New	+$18.9K	0.01%	225

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNC Wealth Management's DOW Position: Q4 2020 in Review

BNC Wealth Management sold out of Dow Inc (DOW) in Q4 2020, closing a stake of 420 shares — an estimated $20K sold.

BNC Wealth Management first reported a position in DOW in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 1,284 funds tracked by Wall St. Rank hold DOW as of Q4 2020.

BNC Wealth Management reported no remaining Dow Inc position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 420 Dow Inc shares in Q4 2020, an estimated $20K.
BNC Wealth Management first reported a position in Dow Inc in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Dow Inc position peaked at $20K in Q3 2020.
1,284 funds tracked by Wall St. Rank held Dow Inc as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.