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QP Wealth Management’s Dow Inc DOW Stock Holding History

QP 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
-14,095
Closed -$811K – 73
2021
Q3 		$811K Buy
14,095
+485
+4% +$29.7K 0.87% 37
2021
Q2 		$861K Buy
13,610
+860
+7% +$56.8K 0.88% 38
2021
Q1 		$815K Buy
12,750
+320
+3% +$19.1K 0.89% 36
2020
Q4 		$690K Buy
+12,430
New +$642K 0.76% 38

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

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

QP Wealth Management sold out of Dow Inc (DOW) in Q4 2021, closing a stake of 14,095 shares — an estimated $811K sold.

QP Wealth Management first reported a position in DOW in Q4 2020 and held it in 4 quarters. The position peaked at $861K in Q2 2021. 1,472 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

  • QP Wealth Management reported no remaining Dow Inc position as of Q4 2021 after selling out during the quarter.
  • QP Wealth Management sold 14,095 Dow Inc shares in Q4 2021, an estimated $811K.
  • QP Wealth Management first reported a position in Dow Inc in Q4 2020 and held it in 4 quarters.
  • QP Wealth Management's Dow Inc position peaked at $861K in Q2 2021.
  • 1,472 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on QP Wealth Management's 13F filing for Q4 2021, filed 13 Jan 2022.