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Liberty Wealth Management’s Dow Inc DOW Stock Holding History

Liberty 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
2021
Q4 		– Sell
-2,367
Closed -$140K – 408
2021
Q3 		$140K Buy
2,367
+1,100
+87% +$67.3K 0.05% 224
2021
Q2 		$80K Buy
1,267
+631
+99% +$41.7K 0.03% 242
2021
Q1 		$33K Hold
636
– – 0.02% 363
2020
Q4 		$33K Buy
636
+2
+0.3% +$103 0.02% 360
2020
Q3 		$30K Buy
634
+123
+24% +$5.52K 0.02% 328
2020
Q2 		$21K Buy
511
+122
+31% +$4.47K 0.01% 373
2020
Q1 		$11K Sell
389
-323
-45% -$13.7K 0.01% 446
2019
Q4 		$39K Buy
712
+93
+15% +$4.8K 0.03% 294
2019
Q3 		$29K Buy
619
+87
+16% +$4.07K 0.03% 328
2019
Q2 		$26K Buy
+532
New +$28.1K 0.02% 361

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Liberty Wealth Management's DOW Position: Q4 2021 in Review

Liberty Wealth Management sold out of Dow Inc (DOW) in Q4 2021, closing a stake of 2,367 shares — an estimated $140K sold.

Liberty Wealth Management first reported a position in DOW in Q2 2019 and held it in 10 quarters. The position peaked at $140K in Q3 2021. 1,474 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

  • Liberty Wealth Management reported no remaining Dow Inc position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2,367 Dow Inc shares in Q4 2021, an estimated $140K.
  • Liberty Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 10 quarters.
  • Liberty Wealth Management's Dow Inc position peaked at $140K in Q3 2021.
  • 1,474 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.