Fiduciary Planning’s Dow Inc DOW Stock Holding History

Fiduciary Planning’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 Q2	–	Sell	-66	Closed	-$4K	–	109
2021 Q1	$4K	Hold	66	–	–	0.01%	200
2020 Q4	$4K	Hold	66	–	–	0.01%	183
2020 Q3	$3K	Buy	+66	New	+$2.96K	﹤0.01%	152

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Fiduciary Planning's DOW Position: Q2 2021 in Review

Fiduciary Planning sold out of Dow Inc (DOW) in Q2 2021, closing a stake of 66 shares — an estimated $4K sold.

Fiduciary Planning first reported a position in DOW in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 1,403 funds tracked by Wall St. Rank hold DOW as of Q2 2021.

Fiduciary Planning reported no remaining Dow Inc position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 66 Dow Inc shares in Q2 2021, an estimated $4K.
Fiduciary Planning first reported a position in Dow Inc in Q3 2020 and held it in 3 quarters.
Fiduciary Planning's Dow Inc position peaked at $4K in Q1 2021.
1,403 funds tracked by Wall St. Rank held Dow Inc as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.