Crown Wealth Group’s Dow Inc DOW Stock Holding History

Crown Wealth Group’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 Q1	–	Sell	-4,008	Closed	-$227K	–	102
2021 Q4	$227K	Buy	+4,008	New	+$229K	0.21%	65

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crown Wealth Group's DOW Position: Q1 2022 in Review

Crown Wealth Group sold out of Dow Inc (DOW) in Q1 2022, closing a stake of 4,008 shares — an estimated $227K sold.

Crown Wealth Group first reported a position in DOW in Q4 2021 and held it in 1 quarter. The position peaked at $227K in Q4 2021. 1,545 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

Crown Wealth Group reported no remaining Dow Inc position as of Q1 2022 after selling out during the quarter.
Crown Wealth Group sold 4,008 Dow Inc shares in Q1 2022, an estimated $227K.
Crown Wealth Group first reported a position in Dow Inc in Q4 2021 and held it in 1 quarter.
Crown Wealth Group's Dow Inc position peaked at $227K in Q4 2021.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on Crown Wealth Group's 13F filing for Q1 2022, filed 13 Jul 2022.