GW & Wade’s Dow Inc DOW Stock Holding History

GW & Wade’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 Q3	–	Sell	-3,269	Closed	-$207K	–	383
2021 Q2	$207K	Buy	+3,269	New	+$216K	0.01%	371

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GW & Wade's DOW Position: Q3 2021 in Review

GW & Wade sold out of Dow Inc (DOW) in Q3 2021, closing a stake of 3,269 shares — an estimated $207K sold.

GW & Wade first reported a position in DOW in Q2 2021 and held it in 1 quarter. The position peaked at $207K in Q2 2021. 1,383 funds tracked by Wall St. Rank hold DOW as of Q3 2021.

GW & Wade reported no remaining Dow Inc position as of Q3 2021 after selling out during the quarter.
GW & Wade sold 3,269 Dow Inc shares in Q3 2021, an estimated $207K.
GW & Wade first reported a position in Dow Inc in Q2 2021 and held it in 1 quarter.
GW & Wade's Dow Inc position peaked at $207K in Q2 2021.
1,383 funds tracked by Wall St. Rank held Dow Inc as of Q3 2021.

Based on GW & Wade's 13F filing for Q3 2021, filed 3 Nov 2021.