Personal Wealth Partners’s Dow Inc DOW Stock Holding History

Personal 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
2021 Q3	–	Sell	-85	Closed	-$5K	–	173
2021 Q2	$5K	Buy	+85	New	+$5.61K	﹤0.01%	314
2020 Q1	–	Sell	-202	Closed	-$11K	–	206
2019 Q4	$11K	Hold	202	–	–	﹤0.01%	226
2019 Q3	$10K	Buy	202 +117	+138%	+$5.48K	﹤0.01%	235
2019 Q2	$4K	Buy	+85	New	+$4.49K	﹤0.01%	249

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Personal Wealth Partners's DOW Position: Q3 2021 in Review

Personal Wealth Partners sold out of Dow Inc (DOW) in Q3 2021, closing a stake of 85 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in DOW in Q2 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 1,383 funds tracked by Wall St. Rank hold DOW as of Q3 2021.

Personal Wealth Partners reported no remaining Dow Inc position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 85 Dow Inc shares in Q3 2021, an estimated $5K.
Personal Wealth Partners first reported a position in Dow Inc in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Dow Inc position peaked at $11K in Q4 2019.
1,383 funds tracked by Wall St. Rank held Dow Inc as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.