KPW
DOW icon

Kore Private Wealth’s Dow Inc DOW Stock Holding History

Kore 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
2020
Q3 		– Sell
-1,874
Closed -$76K – 484
2020
Q2 		$76K Buy
1,874
+170
+10% +$6.22K 0.02% 375
2020
Q1 		$50K Buy
1,704
+40
+2% +$1.7K 0.01% 412
2019
Q4 		$91K Buy
+1,664
New +$86K 0.02% 381

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kore Private Wealth's DOW Position: Q3 2020 in Review

Kore Private Wealth sold out of Dow Inc (DOW) in Q3 2020, closing a stake of 1,874 shares — an estimated $76K sold.

Kore Private Wealth first reported a position in DOW in Q4 2019 and held it in 3 quarters. The position peaked at $91K in Q4 2019. 1,146 funds tracked by Wall St. Rank hold DOW as of Q3 2020.

  • Kore Private Wealth reported no remaining Dow Inc position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,874 Dow Inc shares in Q3 2020, an estimated $76K.
  • Kore Private Wealth first reported a position in Dow Inc in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Dow Inc position peaked at $91K in Q4 2019.
  • 1,146 funds tracked by Wall St. Rank held Dow Inc as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.