Defined Wealth Management’s Dow Inc DOW Stock Holding History

Defined 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
2021 Q1	–	Sell	-854	Closed	-$47K	–	123
2020 Q4	$47K	Buy	+854	New	+$44.1K	0.05%	138

Other funds holding DOW

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Defined Wealth Management's DOW Position: Q1 2021 in Review

Defined Wealth Management sold out of Dow Inc (DOW) in Q1 2021, closing a stake of 854 shares — an estimated $47K sold.

Defined Wealth Management first reported a position in DOW in Q4 2020 and held it in 1 quarter. The position peaked at $47K in Q4 2020. 1,358 funds tracked by Wall St. Rank hold DOW as of Q1 2021.

Defined Wealth Management reported no remaining Dow Inc position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 854 Dow Inc shares in Q1 2021, an estimated $47K.
Defined Wealth Management first reported a position in Dow Inc in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's Dow Inc position peaked at $47K in Q4 2020.
1,358 funds tracked by Wall St. Rank held Dow Inc as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.