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James Reed Financial Services’s Dow Inc DOW Stock Holding History

James Reed Financial Services’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
-1,606
Closed -$91K – 59
2021
Q4 		$91K Buy
+1,606
New +$91.6K 0.09% 27

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

James Reed Financial Services's DOW Position: Q1 2022 in Review

James Reed Financial Services sold out of Dow Inc (DOW) in Q1 2022, closing a stake of 1,606 shares — an estimated $91K sold.

James Reed Financial Services first reported a position in DOW in Q4 2021 and held it in 1 quarter. The position peaked at $91K in Q4 2021. 1,545 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

  • James Reed Financial Services reported no remaining Dow Inc position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 1,606 Dow Inc shares in Q1 2022, an estimated $91K.
  • James Reed Financial Services first reported a position in Dow Inc in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Dow Inc position peaked at $91K in Q4 2021.
  • 1,545 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.