JPLA
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Joseph P. Lucia & Associates’s Dow Inc DOW Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-833
Closed -$48K – 231
2021
Q3 		$48K Hold
833
– – 0.03% 218
2021
Q2 		$53K Buy
+833
New +$55K 0.03% 217

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Joseph P. Lucia & Associates's DOW Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Dow Inc (DOW) in Q4 2021, closing a stake of 833 shares — an estimated $48K sold.

Joseph P. Lucia & Associates first reported a position in DOW in Q2 2021 and held it in 2 quarters. The position peaked at $53K in Q2 2021. 1,472 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Dow Inc position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 833 Dow Inc shares in Q4 2021, an estimated $48K.
  • Joseph P. Lucia & Associates first reported a position in Dow Inc in Q2 2021 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Dow Inc position peaked at $53K in Q2 2021.
  • 1,472 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.