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Safeguard Investment Advisory Group’s Dow Inc DOW Stock Holding History

Safeguard Investment Advisory 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
Q1 		– Sell
-103
Closed -$5K – 233
2020
Q4 		$5K Buy
+103
New +$5.32K ﹤0.01% 524

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Safeguard Investment Advisory Group's DOW Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Dow Inc (DOW) in Q1 2021, closing a stake of 103 shares — an estimated $5K sold.

Safeguard Investment Advisory Group first reported a position in DOW in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 1,359 funds tracked by Wall St. Rank hold DOW as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Dow Inc position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 103 Dow Inc shares in Q1 2021, an estimated $5K.
  • Safeguard Investment Advisory Group first reported a position in Dow Inc in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Dow Inc position peaked at $5K in Q4 2020.
  • 1,359 funds tracked by Wall St. Rank held Dow Inc as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.