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Evolution Wealth Advisors’s Dow Inc DOW Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-81
Closed -$5K – 286
2021
Q3 		$5K Hold
81
– – ﹤0.01% 503
2021
Q2 		$5K Hold
81
– – ﹤0.01% 506
2021
Q1 		$5K Hold
81
– – ﹤0.01% 520
2020
Q4 		$4K Hold
81
– – ﹤0.01% 473
2020
Q3 		$4K Hold
81
– – ﹤0.01% 457
2020
Q2 		$3K Buy
+81
New +$2.96K ﹤0.01% 429
2020
Q1 		– Sell
-96
Closed -$5K – 397
2019
Q4 		$5K Buy
+96
New +$4.96K ﹤0.01% 394
2019
Q3 		– Sell
-128
Closed -$6K – 507
2019
Q2 		$6K Buy
+128
New +$6.76K ﹤0.01% 235

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evolution Wealth Advisors's DOW Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Dow Inc (DOW) in Q4 2021, closing a stake of 81 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in DOW in Q2 2019 and held it in 8 quarters. The position peaked at $6K in Q2 2019. 1,473 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Dow Inc position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 81 Dow Inc shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Dow Inc in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Dow Inc position peaked at $6K in Q2 2019.
  • 1,473 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.