CSat Investment Advisory’s Dow Inc DOW Stock Holding History

CSat Investment Advisory’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	$17K	Buy	267 +1	+0.4%	+$60	0.01%	402
2020 Q4	$15K	Sell	266 -2,266	-89%	-$117K	0.01%	389
2020 Q3	$120K	Buy	2,532 +199	+9%	+$8.94K	0.01%	396
2020 Q2	$95K	Buy	2,333 +2,186	+1,487%	+$80K	0.01%	486
2020 Q1	$4K	Sell	147 -18	-11%	-$765	﹤0.01%	1035
2019 Q4	$9K	Sell	165 -44	-21%	-$2.27K	﹤0.01%	1003
2019 Q3	$10K	Buy	209 +39	+23%	+$1.83K	﹤0.01%	918
2019 Q2	$8K	Buy	+170	New	+$8.97K	﹤0.01%	942

Other funds holding DOW

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's DOW Position: Q1 2021 in Review

CSat Investment Advisory increased its Dow Inc (DOW) stake by 0.38% in Q1 2021, buying an estimated $60 and bringing the position to 267 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #402.

CSat Investment Advisory first reported a position in DOW in Q2 2019 and has held it in 8 quarters since. The position peaked at $120K in Q3 2020. 1,358 funds tracked by Wall St. Rank hold DOW as of Q1 2021.

CSat Investment Advisory held 267 shares of Dow Inc worth $17K as of Q1 2021.
CSat Investment Advisory bought 1 Dow Inc share in Q1 2021, an estimated $60.
Dow Inc made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #402 holding.
CSat Investment Advisory first reported a position in Dow Inc in Q2 2019 and has held it in 8 quarters since.
CSat Investment Advisory's Dow Inc position peaked at $120K in Q3 2020.
1,358 funds tracked by Wall St. Rank held Dow Inc as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.