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Prio Wealth Limited Partnership’s Dow Inc DOW Stock Holding History

Prio Wealth Limited Partnership’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
2023
Q1 		– Sell
-15,492
Closed -$781K – 248
2022
Q4 		$781K Sell
15,492
-5,012
-24% -$245K 0.03% 153
2022
Q3 		$901K Sell
20,504
-128
-0.6% -$6.49K 0.04% 137
2022
Q2 		$1.06M Sell
20,632
-910
-4% -$58.3K 0.04% 137
2022
Q1 		$1.37M Sell
21,542
-1,000
-4% -$60.3K 0.05% 134
2021
Q4 		$1.28M Sell
22,542
-142
-0.6% -$8.1K 0.04% 138
2021
Q3 		$1.31M Buy
22,684
+76
+0.3% +$4.65K 0.04% 138
2021
Q2 		$1.43M Buy
22,608
+792
+4% +$52.3K 0.05% 137
2021
Q1 		$1.4M Sell
21,816
-205
-0.9% -$12.3K 0.05% 138
2020
Q4 		$1.22M Sell
22,021
-160
-0.7% -$8.26K 0.05% 138
2020
Q3 		$1.04M Sell
22,181
-270
-1% -$12.1K 0.04% 138
2020
Q2 		$915K Sell
22,451
-213
-0.9% -$7.8K 0.04% 142
2020
Q1 		$663K Sell
22,664
-2,116
-9% -$89.9K 0.04% 141
2019
Q4 		$1.36M Sell
24,780
-4,198
-14% -$217K 0.06% 128
2019
Q3 		$1.38M Sell
28,978
-1,152
-4% -$53.9K 0.06% 127
2019
Q2 		$1.49M Buy
+30,130
New +$1.59M 0.07% 122

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prio Wealth Limited Partnership's DOW Position: Q1 2023 in Review

Prio Wealth Limited Partnership sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 15,492 shares — an estimated $781K sold.

Prio Wealth Limited Partnership first reported a position in DOW in Q2 2019 and held it in 15 quarters. The position peaked at $1.49M in Q2 2019. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Prio Wealth Limited Partnership reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 15,492 Dow Inc shares in Q1 2023, an estimated $781K.
  • Prio Wealth Limited Partnership first reported a position in Dow Inc in Q2 2019 and held it in 15 quarters.
  • Prio Wealth Limited Partnership's Dow Inc position peaked at $1.49M in Q2 2019.
  • 1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2023, filed 12 May 2023.