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Engrave Wealth Partners’s Dow Inc DOW Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-1,507
Closed -$61K – 157
2020
Q2 		$61K Hold
1,507
– – 0.05% 101
2020
Q1 		$44K Hold
1,507
– – 0.05% 105
2019
Q4 		$82K Buy
+1,507
New +$77.9K 0.08% 89

Other funds holding DOW

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Engrave Wealth Partners's DOW Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Dow Inc (DOW) in Q3 2020, closing a stake of 1,507 shares — an estimated $61K sold.

Engrave Wealth Partners first reported a position in DOW in Q4 2019 and held it in 3 quarters. The position peaked at $82K in Q4 2019. 1,146 funds tracked by Wall St. Rank hold DOW as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Dow Inc position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 1,507 Dow Inc shares in Q3 2020, an estimated $61K.
  • Engrave Wealth Partners first reported a position in Dow Inc in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Dow Inc position peaked at $82K in Q4 2019.
  • 1,146 funds tracked by Wall St. Rank held Dow Inc as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.