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Masso Torrence Wealth Management’s Dow Inc DOW Stock Holding History

Masso Torrence 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
2022
Q1 		– Sell
-792
Closed -$45K – 151
2021
Q4 		$45K Buy
+792
New +$45.2K 0.03% 156

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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

Masso Torrence Wealth Management's DOW Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Dow Inc (DOW) in Q1 2022, closing a stake of 792 shares — an estimated $45K sold.

Masso Torrence Wealth Management first reported a position in DOW in Q4 2021 and held it in 1 quarter. The position peaked at $45K in Q4 2021. 1,545 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Dow Inc position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 792 Dow Inc shares in Q1 2022, an estimated $45K.
  • Masso Torrence Wealth Management first reported a position in Dow Inc in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Dow Inc position peaked at $45K in Q4 2021.
  • 1,545 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.