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Phoenix Wealth Advisors’s Dow Inc DOW Stock Holding History

Phoenix 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
Q4 		– Sell
-1,389
Closed -$80K – 178
2021
Q3 		$80K Buy
1,389
+400
+40% +$24.5K 0.06% 159
2021
Q2 		$61K Hold
989
– – 0.04% 178
2021
Q1 		$64K Hold
989
– – 0.05% 169
2020
Q4 		$55K Buy
+989
New +$51.1K 0.04% 182

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 $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Phoenix Wealth Advisors's DOW Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Dow Inc (DOW) in Q4 2021, closing a stake of 1,389 shares — an estimated $80K sold.

Phoenix Wealth Advisors first reported a position in DOW in Q4 2020 and held it in 4 quarters. The position peaked at $80K in Q3 2021. 1,473 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Dow Inc position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,389 Dow Inc shares in Q4 2021, an estimated $80K.
  • Phoenix Wealth Advisors first reported a position in Dow Inc in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Dow Inc position peaked at $80K in Q3 2021.
  • 1,473 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.