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Patriot Financial Group Insurance Agency’s Dow Inc DOW Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-2,409
Closed -$124K – 799
2022
Q2 		$124K Buy
2,409
+181
+8% +$11.6K 0.03% 490
2022
Q1 		$142K Sell
2,228
-1,189
-35% -$71.7K 0.03% 482
2021
Q4 		$194K Buy
3,417
+1,022
+43% +$58.3K 0.03% 450
2021
Q3 		$138K Buy
2,395
+763
+47% +$46.7K 0.02% 551
2021
Q2 		$103K Buy
1,632
+283
+21% +$18.7K 0.02% 618
2021
Q1 		$86K Buy
1,349
+98
+8% +$5.87K 0.02% 597
2020
Q4 		$69K Buy
1,251
+110
+10% +$5.68K 0.02% 591
2020
Q3 		$54K Sell
1,141
-126
-10% -$5.66K 0.02% 523
2020
Q2 		$52K Buy
1,267
+149
+13% +$5.45K 0.02% 508
2020
Q1 		$33K Sell
1,118
-711
-39% -$30.2K 0.02% 536
2019
Q4 		$100K Sell
1,829
-1,213
-40% -$62.7K 0.04% 339
2019
Q3 		$145K Buy
3,042
+7
+0.2% +$328 0.07% 253
2019
Q2 		$150K Buy
+3,035
New +$160K 0.06% 229

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DOW Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 2,409 shares — an estimated $124K sold.

Patriot Financial Group Insurance Agency first reported a position in DOW in Q2 2019 and held it in 13 quarters. The position peaked at $194K in Q4 2021. 1,433 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,409 Dow Inc shares in Q3 2022, an estimated $124K.
  • Patriot Financial Group Insurance Agency first reported a position in Dow Inc in Q2 2019 and held it in 13 quarters.
  • Patriot Financial Group Insurance Agency's Dow Inc position peaked at $194K in Q4 2021.
  • 1,433 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.