Montis Financial’s Dow Inc DOW Stock Holding History

Montis Financial’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	-3,685	Closed	-$209K	–	70
2021 Q4	$209K	Buy	+3,685	New	+$210K	0.15%	84

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Montis Financial's DOW Position: Q1 2022 in Review

Montis Financial sold out of Dow Inc (DOW) in Q1 2022, closing a stake of 3,685 shares — an estimated $209K sold.

Montis Financial first reported a position in DOW in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 1,545 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

Montis Financial reported no remaining Dow Inc position as of Q1 2022 after selling out during the quarter.
Montis Financial sold 3,685 Dow Inc shares in Q1 2022, an estimated $209K.
Montis Financial first reported a position in Dow Inc in Q4 2021 and held it in 1 quarter.
Montis Financial's Dow Inc position peaked at $209K in Q4 2021.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on Montis Financial's 13F filing for Q1 2022, filed 2 May 2022.