FI
DOW icon

FormulaFolio Investments’s Dow Inc DOW Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-84,849
Closed -$4.71M – 538
2020
Q4 		$4.71M Buy
84,849
+64,849
+324% +$3.35M 0.1% 154
2020
Q3 		$941K Buy
20,000
+4,324
+28% +$194K 0.04% 154
2020
Q2 		$639K Buy
+15,676
New +$574K 0.03% 165

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 $733B AUM 35.63% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FormulaFolio Investments's DOW Position: Q1 2021 in Review

FormulaFolio Investments sold out of Dow Inc (DOW) in Q1 2021, closing a stake of 84,849 shares — an estimated $4.71M sold.

FormulaFolio Investments first reported a position in DOW in Q2 2020 and held it in 3 quarters. The position peaked at $4.71M in Q4 2020. 1,357 funds tracked by Wall St. Rank hold DOW as of Q1 2021.

  • FormulaFolio Investments reported no remaining Dow Inc position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 84,849 Dow Inc shares in Q1 2021, an estimated $4.71M.
  • FormulaFolio Investments first reported a position in Dow Inc in Q2 2020 and held it in 3 quarters.
  • FormulaFolio Investments's Dow Inc position peaked at $4.71M in Q4 2020.
  • 1,357 funds tracked by Wall St. Rank held Dow Inc as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.