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Lionsbridge Wealth Management’s Dow Inc DOW Stock Holding History

Lionsbridge 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 		– Sell
-373
Closed -$19K – 101
2019
Q4 		$19K Buy
+373
New +$19.3K 0.02% 93

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
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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

Lionsbridge Wealth Management's DOW Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Dow Inc (DOW) in Q1 2020, closing a stake of 373 shares — an estimated $19K sold.

Lionsbridge Wealth Management first reported a position in DOW in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 1,083 funds tracked by Wall St. Rank hold DOW as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Dow Inc position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 373 Dow Inc shares in Q1 2020, an estimated $19K.
  • Lionsbridge Wealth Management first reported a position in Dow Inc in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Dow Inc position peaked at $19K in Q4 2019.
  • 1,083 funds tracked by Wall St. Rank held Dow Inc as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.