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Lumature Wealth Partners’s Dow Inc DOW Stock Holding History

Lumature Wealth 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
2023
Q2 		$126K Buy
2,373
+398
+20% +$21.2K 0.08% 181
2023
Q1 		$108K Buy
1,975
+94
+5% +$5.29K 0.06% 184
2022
Q4 		$94.8K Buy
1,881
+1,339
+247% +$65.4K 0.05% 189
2022
Q3 		$24K Buy
542
+289
+114% +$14.7K 0.01% 271
2022
Q2 		$13K Buy
253
+57
+29% +$3.65K 0.01% 307
2022
Q1 		$12K Sell
196
-4
-2% -$241 ﹤0.01% 326
2021
Q4 		$11K Buy
200
+15
+8% +$855 ﹤0.01% 323
2021
Q3 		$11K Sell
185
-426
-70% -$26.1K ﹤0.01% 325
2021
Q2 		$39K Buy
611
+228
+60% +$15.1K 0.02% 244
2021
Q1 		$24K Buy
+383
New +$22.9K 0.01% 256

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lumature Wealth Partners's DOW Position: Q2 2023 in Review

Lumature Wealth Partners increased its Dow Inc (DOW) stake by 20% in Q2 2023, buying an estimated $21.2K and bringing the position to 2,373 shares worth $126K. The position accounts for 0.08% of the portfolio, ranked #181.

Lumature Wealth Partners first reported a position in DOW in Q1 2021 and has held it in 10 quarters since. 1,513 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • Lumature Wealth Partners held 2,373 shares of Dow Inc worth $126K as of Q2 2023.
  • Lumature Wealth Partners bought 398 Dow Inc shares in Q2 2023, an estimated $21.2K.
  • Dow Inc made up 0.08% of Lumature Wealth Partners's portfolio in Q2 2023, its #181 holding.
  • Lumature Wealth Partners first reported a position in Dow Inc in Q1 2021 and has held it in 10 quarters since.
  • 1,513 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.