PWM
DOW icon

Prentice Wealth Management’s Dow Inc DOW Stock Holding History

Prentice 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
Q4 		– Sell
-1,348
Closed -$78K – 152
2021
Q3 		$78K Sell
1,348
-7
-0.5% -$428 0.04% 155
2021
Q2 		$86K Hold
1,355
– – 0.04% 148
2021
Q1 		$87K Buy
+1,355
New +$81.1K 0.05% 139

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prentice Wealth Management's DOW Position: Q4 2021 in Review

Prentice Wealth Management sold out of Dow Inc (DOW) in Q4 2021, closing a stake of 1,348 shares — an estimated $78K sold.

Prentice Wealth Management first reported a position in DOW in Q1 2021 and held it in 3 quarters. The position peaked at $87K in Q1 2021. 1,472 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

  • Prentice Wealth Management reported no remaining Dow Inc position as of Q4 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 1,348 Dow Inc shares in Q4 2021, an estimated $78K.
  • Prentice Wealth Management first reported a position in Dow Inc in Q1 2021 and held it in 3 quarters.
  • Prentice Wealth Management's Dow Inc position peaked at $87K in Q1 2021.
  • 1,472 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.