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Regal Wealth Group’s Dow Inc DOW Stock Holding History

Regal Wealth Group’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
Q2 		– Sell
-149
Closed -$10K – 103
2021
Q1 		$10K Buy
149
+2
+1% +$120 0.01% 178
2020
Q4 		$8K Buy
147
+2
+1% +$103 ﹤0.01% 165
2020
Q3 		$7K Buy
145
+2
+1% +$90 0.01% 158
2020
Q2 		$6K Buy
143
+2
+1% +$73 0.01% 156
2020
Q1 		$4K Buy
141
+3
+2% +$128 ﹤0.01% 151
2019
Q4 		$8K Buy
138
+3
+2% +$155 0.01% 160
2019
Q3 		$6K Buy
135
+1
+0.7% +$47 ﹤0.01% 142
2019
Q2 		$7K Buy
+134
New +$7.07K ﹤0.01% 131

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Regal Wealth Group's DOW Position: Q2 2021 in Review

Regal Wealth Group sold out of Dow Inc (DOW) in Q2 2021, closing a stake of 149 shares — an estimated $10K sold.

Regal Wealth Group first reported a position in DOW in Q2 2019 and held it in 8 quarters. The position peaked at $10K in Q1 2021. 1,403 funds tracked by Wall St. Rank hold DOW as of Q2 2021.

  • Regal Wealth Group reported no remaining Dow Inc position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 149 Dow Inc shares in Q2 2021, an estimated $10K.
  • Regal Wealth Group first reported a position in Dow Inc in Q2 2019 and held it in 8 quarters.
  • Regal Wealth Group's Dow Inc position peaked at $10K in Q1 2021.
  • 1,403 funds tracked by Wall St. Rank held Dow Inc as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.