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Lake Point Wealth Management’s Dow Inc DOW Stock Holding History

Lake Point Wealth 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
2020
Q1 		$1K Sell
45
-100
-69% -$4.25K ﹤0.01% 312
2019
Q4 		$8K Buy
+145
New +$7.49K ﹤0.01% 294
2019
Q2 		$2K Buy
+45
New +$2.38K ﹤0.01% 526

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Point Wealth Management's DOW Position: Q1 2020 in Review

Lake Point Wealth Management reduced its Dow Inc (DOW) stake by 69% in Q1 2020, selling an estimated $4.25K and leaving 45 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Lake Point Wealth Management first reported a position in DOW in Q2 2019 and has held it in 3 quarters since. The position peaked at $8K in Q4 2019. 1,083 funds tracked by Wall St. Rank hold DOW as of Q1 2020.

  • Lake Point Wealth Management held 45 shares of Dow Inc worth $1K as of Q1 2020.
  • Lake Point Wealth Management sold 100 Dow Inc shares in Q1 2020, an estimated $4.25K.
  • Dow Inc made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #312 holding.
  • Lake Point Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Dow Inc position peaked at $8K in Q4 2019.
  • 1,083 funds tracked by Wall St. Rank held Dow Inc as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.