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Paradigm Strategies in Wealth Management’s Dow Inc DOW Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-128
Closed -$8K – 92
2021
Q2 		$8K Hold
128
– – 0.01% 178
2021
Q1 		$8K Buy
+128
New +$7.66K 0.01% 169

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Paradigm Strategies in Wealth Management's DOW Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Dow Inc (DOW) in Q3 2021, closing a stake of 128 shares — an estimated $8K sold.

Paradigm Strategies in Wealth Management first reported a position in DOW in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 1,383 funds tracked by Wall St. Rank hold DOW as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Dow Inc position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 128 Dow Inc shares in Q3 2021, an estimated $8K.
  • Paradigm Strategies in Wealth Management first reported a position in Dow Inc in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Dow Inc position peaked at $8K in Q2 2021.
  • 1,383 funds tracked by Wall St. Rank held Dow Inc as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.