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Northstar Wealth Partners’s Dow Inc DOW Stock Holding History

Northstar 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
2020
Q3 		$2.41M Buy
51,160
+654
+1% +$29.4K 1.12% 32
2020
Q2 		$2.06M Buy
50,506
+5,865
+13% +$215K 0.86% 38
2020
Q1 		$1.3M Buy
44,641
+10,834
+32% +$460K 0.66% 55
2019
Q4 		$1.85M Buy
33,807
+1,325
+4% +$68.5K 0.76% 45
2019
Q3 		$1.55M Buy
32,482
+14,785
+84% +$692K 0.68% 53
2019
Q2 		$873K Buy
+17,697
New +$934K 0.39% 78

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northstar Wealth Partners's DOW Position: Q3 2020 in Review

Northstar Wealth Partners increased its Dow Inc (DOW) stake by 1.3% in Q3 2020, buying an estimated $29.4K and bringing the position to 51,160 shares worth $2.41M. The position accounts for 1.12% of the portfolio, ranked #32.

Northstar Wealth Partners first reported a position in DOW in Q2 2019 and has held it in 6 quarters since. 1,147 funds tracked by Wall St. Rank hold DOW as of Q3 2020.

  • Northstar Wealth Partners held 51,160 shares of Dow Inc worth $2.41M as of Q3 2020.
  • Northstar Wealth Partners bought 654 Dow Inc shares in Q3 2020, an estimated $29.4K.
  • Dow Inc made up 1.12% of Northstar Wealth Partners's portfolio in Q3 2020, its #32 holding.
  • Northstar Wealth Partners first reported a position in Dow Inc in Q2 2019 and has held it in 6 quarters since.
  • 1,147 funds tracked by Wall St. Rank held Dow Inc as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.