Castle Financial & Retirement Planning Associates’s Dow Inc DOW Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$11K	Buy	+187	New	+$10.7K	0.04%	96

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Castle Financial & Retirement Planning Associates's DOW Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Dow Inc (DOW) in Q4 2021: 187 shares worth $11K. The stake represents 0.04% of the portfolio and ranks #96 among its holdings.

1,472 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

Castle Financial & Retirement Planning Associates held 187 shares of Dow Inc worth $11K as of Q4 2021.
Dow Inc was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Dow Inc made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #96 holding.
1,472 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.