Navis Wealth Advisors’s Dow Inc DOW Stock Holding History

Navis 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 Q1	–	Sell	-1,055	Closed	-$59K	–	133
2020 Q4	$59K	Buy	+1,055	New	+$54.5K	0.05%	140

Other funds holding DOW

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Navis Wealth Advisors's DOW Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Dow Inc (DOW) in Q1 2021, closing a stake of 1,055 shares — an estimated $59K sold.

Navis Wealth Advisors first reported a position in DOW in Q4 2020 and held it in 1 quarter. The position peaked at $59K in Q4 2020. 1,358 funds tracked by Wall St. Rank hold DOW as of Q1 2021.

Navis Wealth Advisors reported no remaining Dow Inc position as of Q1 2021 after selling out during the quarter.
Navis Wealth Advisors sold 1,055 Dow Inc shares in Q1 2021, an estimated $59K.
Navis Wealth Advisors first reported a position in Dow Inc in Q4 2020 and held it in 1 quarter.
Navis Wealth Advisors's Dow Inc position peaked at $59K in Q4 2020.
1,358 funds tracked by Wall St. Rank held Dow Inc as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.