PRW Wealth Management’s Dow Inc DOW Stock Holding History

PRW 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 Q3	–	Sell	-7,846	Closed	-$496K	–	147
2021 Q2	$496K	Buy	+7,846	New	+$518K	0.15%	163

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

PRW Wealth Management's DOW Position: Q3 2021 in Review

PRW Wealth Management sold out of Dow Inc (DOW) in Q3 2021, closing a stake of 7,846 shares — an estimated $496K sold.

PRW Wealth Management first reported a position in DOW in Q2 2021 and held it in 1 quarter. The position peaked at $496K in Q2 2021. 1,383 funds tracked by Wall St. Rank hold DOW as of Q3 2021.

PRW Wealth Management reported no remaining Dow Inc position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 7,846 Dow Inc shares in Q3 2021, an estimated $496K.
PRW Wealth Management first reported a position in Dow Inc in Q2 2021 and held it in 1 quarter.
PRW Wealth Management's Dow Inc position peaked at $496K in Q2 2021.
1,383 funds tracked by Wall St. Rank held Dow Inc as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.