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Harvest Group Wealth Management’s Dow Inc DOW Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-411
Closed -$23K – 206
2020
Q4 		$23K Buy
411
+10
+2% +$516 0.01% 162
2020
Q3 		$19K Buy
401
+50
+14% +$2.25K 0.01% 168
2020
Q2 		$14K Sell
351
-15
-4% -$549 0.01% 184
2020
Q1 		$10K Hold
366
– – 0.01% 201
2019
Q4 		$20K Hold
366
– – 0.02% 155
2019
Q3 		$17K Hold
366
– – 0.02% 181
2019
Q2 		$18K Buy
+366
New +$19.3K 0.02% 162

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harvest Group Wealth Management's DOW Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Dow Inc (DOW) in Q1 2021, closing a stake of 411 shares — an estimated $23K sold.

Harvest Group Wealth Management first reported a position in DOW in Q2 2019 and held it in 7 quarters. The position peaked at $23K in Q4 2020. 1,359 funds tracked by Wall St. Rank hold DOW as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Dow Inc position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 411 Dow Inc shares in Q1 2021, an estimated $23K.
  • Harvest Group Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's Dow Inc position peaked at $23K in Q4 2020.
  • 1,359 funds tracked by Wall St. Rank held Dow Inc as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.