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Dougherty Wealth Advisers’s Dow Inc DOW Stock Holding History

Dougherty Wealth Advisers’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
2019
Q4 		– Sell
-24
Closed -$1K – 180
2019
Q3 		$1K Hold
24
– – ﹤0.01% 174
2019
Q2 		$1K Buy
+24
New +$1.27K ﹤0.01% 242

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dougherty Wealth Advisers's DOW Position: Q4 2019 in Review

Dougherty Wealth Advisers sold out of Dow Inc (DOW) in Q4 2019, closing a stake of 24 shares — an estimated $1K sold.

Dougherty Wealth Advisers first reported a position in DOW in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 1,300 funds tracked by Wall St. Rank hold DOW as of Q4 2019.

  • Dougherty Wealth Advisers reported no remaining Dow Inc position as of Q4 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 24 Dow Inc shares in Q4 2019, an estimated $1K.
  • Dougherty Wealth Advisers first reported a position in Dow Inc in Q2 2019 and held it in 2 quarters.
  • Dougherty Wealth Advisers's Dow Inc position peaked at $1K in Q3 2019.
  • 1,300 funds tracked by Wall St. Rank held Dow Inc as of Q4 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2019, filed 7 Feb 2020.