CPC
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Consolidated Planning Corp’s Dow Inc DOW Stock Holding History

Consolidated Planning Corp’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
Q3 		– Sell
-100,998
Closed -$5.21M – 115
2022
Q2 		$5.21M Buy
+100,998
New +$6.47M 1.63% 13
2021
Q4 		– Sell
-51
Closed -$3K – 163
2021
Q3 		$3K Buy
+51
New +$3.12K ﹤0.01% 387

Other funds holding DOW

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Consolidated Planning Corp's DOW Position: Q3 2022 in Review

Consolidated Planning Corp sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 100,998 shares — an estimated $5.21M sold.

Consolidated Planning Corp first reported a position in DOW in Q3 2021 and held it in 2 quarters. The position peaked at $5.21M in Q2 2022. 1,433 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Consolidated Planning Corp reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
  • Consolidated Planning Corp sold 100,998 Dow Inc shares in Q3 2022, an estimated $5.21M.
  • Consolidated Planning Corp first reported a position in Dow Inc in Q3 2021 and held it in 2 quarters.
  • Consolidated Planning Corp's Dow Inc position peaked at $5.21M in Q2 2022.
  • 1,433 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Consolidated Planning Corp's 13F filing for Q3 2022, filed 4 Nov 2022.