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Burt Wealth Advisors’s Dow Inc DOW Stock Holding History

Burt Wealth Advisors’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
-512
Closed -$28K – 159
2020
Q4 		$28K Hold
512
– – 0.01% 222
2020
Q3 		$24K Hold
512
– – 0.01% 227
2020
Q2 		$21K Hold
512
– – 0.01% 227
2020
Q1 		$15K Hold
512
– – 0.01% 246
2019
Q4 		$28K Hold
512
– – 0.01% 211
2019
Q3 		$24K Sell
512
-59
-10% -$2.76K 0.01% 219
2019
Q2 		$28K Buy
+571
New +$30.1K 0.01% 205

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
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

Burt Wealth Advisors's DOW Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Dow Inc (DOW) in Q1 2021, closing a stake of 512 shares — an estimated $28K sold.

Burt Wealth Advisors first reported a position in DOW in Q2 2019 and held it in 7 quarters. The position peaked at $28K in Q4 2020. 1,359 funds tracked by Wall St. Rank hold DOW as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Dow Inc position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 512 Dow Inc shares in Q1 2021, an estimated $28K.
  • Burt Wealth Advisors first reported a position in Dow Inc in Q2 2019 and held it in 7 quarters.
  • Burt Wealth Advisors's Dow Inc position peaked at $28K in Q4 2020.
  • 1,359 funds tracked by Wall St. Rank held Dow Inc as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.