Capital Wealth Planning’s Dow Inc DOW Stock Holding History

Capital Wealth Planning’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 Q3	–	Sell	-1,600	Closed	-$142K	–	125
2021 Q2	$142K	Buy	+1,600	New	+$106K	﹤0.01%	122

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Wealth Planning's DOW Position: Q2 2024 in Review

Capital Wealth Planning sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 5,714 shares — an estimated $331K sold.

Capital Wealth Planning first reported a position in DOW in Q2 2019 and held it in 20 quarters. The position peaked at $238M in Q1 2023. 1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Capital Wealth Planning reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Capital Wealth Planning sold 5,714 Dow Inc shares in Q2 2024, an estimated $331K.
Capital Wealth Planning first reported a position in Dow Inc in Q2 2019 and held it in 20 quarters.
Capital Wealth Planning's Dow Inc position peaked at $238M in Q1 2023.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Capital Wealth Planning's 13F filing for Q2 2024, filed 9 Aug 2024.