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Elmwood Wealth Management’s Dow Inc DOW Stock Holding History

Elmwood 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
Q1 		– Sell
-543
Closed -$31K – 159
2021
Q4 		$31K Buy
+543
New +$31K 0.01% 219
2021
Q2 		$34K Buy
532
+38
+8% +$2.51K 0.02% 190
2021
Q1 		$32K Buy
+494
New +$29.6K 0.02% 184
2020
Q3 		$17K Hold
427
– – 0.01% 167
2020
Q2 		$17K Buy
+427
New +$15.6K 0.01% 167
2019
Q4 		– Sell
-427
Closed -$20K – 123
2019
Q3 		$20K Hold
427
– – 0.02% 144
2019
Q2 		$21K Buy
+427
New +$22.5K 0.02% 158

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elmwood Wealth Management's DOW Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Dow Inc (DOW) in Q1 2022, closing a stake of 543 shares — an estimated $31K sold.

Elmwood Wealth Management first reported a position in DOW in Q2 2019 and held it in 7 quarters. The position peaked at $34K in Q2 2021. 1,545 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Dow Inc position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 543 Dow Inc shares in Q1 2022, an estimated $31K.
  • Elmwood Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 7 quarters.
  • Elmwood Wealth Management's Dow Inc position peaked at $34K in Q2 2021.
  • 1,545 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.