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Legacy Capital Partners’s Dow Inc DOW Stock Holding History

Legacy Capital Partners’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 		$722K Buy
11,325
+800
+8% +$48.3K 0.24% 86
2021
Q4 		$597K Sell
10,525
-3,090
-23% -$176K 0.19% 98
2021
Q3 		$784K Sell
13,615
-600
-4% -$36.7K 0.28% 82
2021
Q2 		$900K Buy
14,215
+9,445
+198% +$624K 0.32% 79
2021
Q1 		$305K Buy
+4,770
New +$285K 0.12% 120

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Capital Partners's DOW Position: Q1 2022 in Review

Legacy Capital Partners increased its Dow Inc (DOW) stake by 7.6% in Q1 2022, buying an estimated $48.3K and bringing the position to 11,325 shares worth $722K. The position accounts for 0.24% of the portfolio, ranked #86.

Legacy Capital Partners first reported a position in DOW in Q1 2021 and has held it in 5 quarters since. The position peaked at $900K in Q2 2021. 1,545 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

  • Legacy Capital Partners held 11,325 shares of Dow Inc worth $722K as of Q1 2022.
  • Legacy Capital Partners bought 800 Dow Inc shares in Q1 2022, an estimated $48.3K.
  • Dow Inc made up 0.24% of Legacy Capital Partners's portfolio in Q1 2022, its #86 holding.
  • Legacy Capital Partners first reported a position in Dow Inc in Q1 2021 and has held it in 5 quarters since.
  • Legacy Capital Partners's Dow Inc position peaked at $900K in Q2 2021.
  • 1,545 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.