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IronBridge Private Wealth’s Dow Inc DOW Stock Holding History

IronBridge Private Wealth’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
2022
Q1 		– Sell
-104
Closed -$6K – 100
2021
Q4 		$6K Buy
104
+2
+2% +$114 ﹤0.01% 221
2021
Q3 		$6K Buy
102
+1
+1% +$61 ﹤0.01% 185
2021
Q2 		$6K Buy
+101
New +$6.67K ﹤0.01% 194

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IronBridge Private Wealth's DOW Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Dow Inc (DOW) in Q1 2022, closing a stake of 104 shares — an estimated $6K sold.

IronBridge Private Wealth first reported a position in DOW in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 1,545 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Dow Inc position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 104 Dow Inc shares in Q1 2022, an estimated $6K.
  • IronBridge Private Wealth first reported a position in Dow Inc in Q2 2021 and held it in 3 quarters.
  • IronBridge Private Wealth's Dow Inc position peaked at $6K in Q4 2021.
  • 1,545 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.