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Private Wealth Partners’s Dow Inc DOW Stock Holding History

Private 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
2020
Q2 		– Sell
-26,100
Closed -$763K – 118
2020
Q1 		$763K Sell
26,100
-19,129
-42% -$813K 0.13% 71
2019
Q4 		$2.48M Buy
45,229
+9,378
+26% +$485K 0.34% 48
2019
Q3 		$1.71M Buy
35,851
+15,573
+77% +$729K 0.27% 56
2019
Q2 		$1M Buy
+20,278
New +$1.07M 0.15% 67

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Partners's DOW Position: Q2 2020 in Review

Private Wealth Partners sold out of Dow Inc (DOW) in Q2 2020, closing a stake of 26,100 shares — an estimated $763K sold.

Private Wealth Partners first reported a position in DOW in Q2 2019 and held it in 4 quarters. The position peaked at $2.48M in Q4 2019. 1,100 funds tracked by Wall St. Rank hold DOW as of Q2 2020.

  • Private Wealth Partners reported no remaining Dow Inc position as of Q2 2020 after selling out during the quarter.
  • Private Wealth Partners sold 26,100 Dow Inc shares in Q2 2020, an estimated $763K.
  • Private Wealth Partners first reported a position in Dow Inc in Q2 2019 and held it in 4 quarters.
  • Private Wealth Partners's Dow Inc position peaked at $2.48M in Q4 2019.
  • 1,100 funds tracked by Wall St. Rank held Dow Inc as of Q2 2020.

Based on Private Wealth Partners's 13F filing for Q2 2020, filed 31 Jul 2020.