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Curi Wealth Management’s Dow Inc DOW Stock Holding History

Curi Wealth Management’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
-323
Closed -$17K – 329
2022
Q2 		$17K Buy
323
+315
+3,938% +$20.2K ﹤0.01% 319
2022
Q1 		$0 Hold
8
– – ﹤0.01% 544
2021
Q4 		$0 Buy
+8
New +$456 ﹤0.01% 513
2021
Q1 		– Sell
-8
Closed – – 207
2020
Q4 		$0 Buy
+8
New +$413 ﹤0.01% 421

Other funds holding DOW

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

Curi Wealth Management's DOW Position: Q3 2022 in Review

Curi Wealth Management sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 323 shares — an estimated $17K sold.

Curi Wealth Management first reported a position in DOW in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q2 2022. 1,433 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Curi Wealth Management reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 323 Dow Inc shares in Q3 2022, an estimated $17K.
  • Curi Wealth Management first reported a position in Dow Inc in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Dow Inc position peaked at $17K in Q2 2022.
  • 1,433 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.