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Filbrandt Wealth Management’s Dow Inc DOW Stock Holding History

Filbrandt 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
2020
Q4 		– Sell
-126
Closed -$6K – 168
2020
Q3 		$6K Hold
126
– – ﹤0.01% 141
2020
Q2 		$5K Hold
126
– – ﹤0.01% 264
2020
Q1 		$4K Hold
126
– – ﹤0.01% 152
2019
Q4 		$6K Buy
+126
New +$6.51K 0.01% 164

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Filbrandt Wealth Management's DOW Position: Q4 2020 in Review

Filbrandt Wealth Management sold out of Dow Inc (DOW) in Q4 2020, closing a stake of 126 shares — an estimated $6K sold.

Filbrandt Wealth Management first reported a position in DOW in Q4 2019 and held it in 4 quarters. The position peaked at $6K in Q3 2020. 1,284 funds tracked by Wall St. Rank hold DOW as of Q4 2020.

  • Filbrandt Wealth Management reported no remaining Dow Inc position as of Q4 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 126 Dow Inc shares in Q4 2020, an estimated $6K.
  • Filbrandt Wealth Management first reported a position in Dow Inc in Q4 2019 and held it in 4 quarters.
  • Filbrandt Wealth Management's Dow Inc position peaked at $6K in Q3 2020.
  • 1,284 funds tracked by Wall St. Rank held Dow Inc as of Q4 2020.

Based on Filbrandt Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.