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Meridian Wealth Advisors’s Dow Inc DOW Stock Holding History

Meridian Wealth Advisors’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
-3,537
Closed -$204K – 204
2021
Q3 		$204K Buy
3,537
+298
+9% +$18.2K 0.06% 185
2021
Q2 		$205K Buy
+3,239
New +$214K 0.06% 188

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Meridian Wealth Advisors's DOW Position: Q4 2021 in Review

Meridian Wealth Advisors sold out of Dow Inc (DOW) in Q4 2021, closing a stake of 3,537 shares — an estimated $204K sold.

Meridian Wealth Advisors first reported a position in DOW in Q2 2021 and held it in 2 quarters. The position peaked at $205K in Q2 2021. 1,473 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

  • Meridian Wealth Advisors reported no remaining Dow Inc position as of Q4 2021 after selling out during the quarter.
  • Meridian Wealth Advisors sold 3,537 Dow Inc shares in Q4 2021, an estimated $204K.
  • Meridian Wealth Advisors first reported a position in Dow Inc in Q2 2021 and held it in 2 quarters.
  • Meridian Wealth Advisors's Dow Inc position peaked at $205K in Q2 2021.
  • 1,473 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on Meridian Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.