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Laurel Wealth Planning’s Dow Inc DOW Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-6
Closed -$302 – 95
2022
Q4 		$302 Hold
6
– – ﹤0.01% 209
2022
Q3 		$0 Hold
6
– – ﹤0.01% 221
2022
Q2 		$0 Hold
6
– – ﹤0.01% 250
2022
Q1 		$0 Hold
6
– – ﹤0.01% 265
2021
Q4 		$0 Hold
6
– – ﹤0.01% 205
2021
Q3 		$0 Hold
6
– – ﹤0.01% 215
2021
Q2 		$0 Hold
6
– – ﹤0.01% 130
2021
Q1 		$0 Hold
6
– – ﹤0.01% 122
2020
Q4 		$0 Buy
+6
New +$310 ﹤0.01% 123

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Laurel Wealth Planning's DOW Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 6 shares — an estimated $302 sold.

Laurel Wealth Planning first reported a position in DOW in Q4 2020 and held it in 9 quarters. The position peaked at $302 in Q4 2022. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 6 Dow Inc shares in Q1 2023, an estimated $302.
  • Laurel Wealth Planning first reported a position in Dow Inc in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's Dow Inc position peaked at $302 in Q4 2022.
  • 1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.