Kings Point Capital Management’s Dow Inc DOW Stock Holding History

Kings Point Capital 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
2022 Q1	$132K	Sell	2,068 -398	-16%	-$24K	0.01%	237
2021 Q4	$140K	Buy	2,466 +398	+19%	+$22.7K	0.01%	257
2021 Q3	$119K	Hold	2,068	–	–	0.01%	256
2021 Q2	$131K	Buy	2,068 +22	+1%	+$1.45K	0.01%	240
2021 Q1	$131K	Hold	2,046	–	–	0.01%	239
2020 Q4	$114K	Buy	2,046 +107	+6%	+$5.52K	0.01%	228
2020 Q3	$91K	Buy	1,939 +318	+20%	+$14.3K	0.01%	247
2020 Q2	$66K	Hold	1,621	–	–	0.01%	252
2020 Q1	$47K	Sell	1,621 -25	-2%	-$1.06K	0.01%	286
2019 Q4	$90K	Buy	1,646 +881	+115%	+$45.5K	0.01%	246
2019 Q3	$36K	Sell	765 -69	-8%	-$3.23K	0.01%	338
2019 Q2	$41K	Buy	+834	New	+$44K	0.01%	281

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kings Point Capital Management's DOW Position: Q1 2022 in Review

Kings Point Capital Management reduced its Dow Inc (DOW) stake by 16% in Q1 2022, selling an estimated $24K and leaving 2,068 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #237.

Kings Point Capital Management first reported a position in DOW in Q2 2019 and has held it in 12 quarters since. The position peaked at $140K in Q4 2021. 1,545 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

Kings Point Capital Management held 2,068 shares of Dow Inc worth $132K as of Q1 2022.
Kings Point Capital Management sold 398 Dow Inc shares in Q1 2022, an estimated $24K.
Dow Inc made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #237 holding.
Kings Point Capital Management first reported a position in Dow Inc in Q2 2019 and has held it in 12 quarters since.
Kings Point Capital Management's Dow Inc position peaked at $140K in Q4 2021.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.