Reilly Financial Advisors’s Dow Inc DOW Stock Holding History

Reilly Financial Advisors’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	-726	Closed	-$46K	–	951
2021 Q2	$46K	Buy	+726	New	+$47.9K	﹤0.01%	388
2021 Q1	–	Sell	-741	Closed	-$41K	–	1019
2020 Q4	$41K	Hold	741	–	–	﹤0.01%	369
2020 Q3	$35K	Sell	741 -834	-53%	-$37.5K	﹤0.01%	353
2020 Q2	$64K	Sell	1,575 -146,209	-99%	-$5.35M	0.01%	276
2020 Q1	$4.32M	Buy	147,784 +742	+0.5%	+$31.5K	0.63%	51
2019 Q4	$8.05M	Buy	147,042 +4,756	+3%	+$246K	0.92%	54
2019 Q3	$6.78M	Buy	142,286 +9,444	+7%	+$442K	0.83%	52
2019 Q2	$6.55M	Buy	+132,842	New	+$7.01M	0.82%	53

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

Reilly Financial Advisors's DOW Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Dow Inc (DOW) in Q3 2021, closing a stake of 726 shares — an estimated $46K sold.

Reilly Financial Advisors first reported a position in DOW in Q2 2019 and held it in 8 quarters. The position peaked at $8.05M in Q4 2019. 1,384 funds tracked by Wall St. Rank hold DOW as of Q3 2021.

Reilly Financial Advisors reported no remaining Dow Inc position as of Q3 2021 after selling out during the quarter.
Reilly Financial Advisors sold 726 Dow Inc shares in Q3 2021, an estimated $46K.
Reilly Financial Advisors first reported a position in Dow Inc in Q2 2019 and held it in 8 quarters.
Reilly Financial Advisors's Dow Inc position peaked at $8.05M in Q4 2019.
1,384 funds tracked by Wall St. Rank held Dow Inc as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.