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Smith Salley Wealth Management’s Dow Inc DOW Stock Holding History

Smith Salley 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
2019
Q3 		– Sell
-48,216
Closed -$2.38M – 192
2019
Q2 		$2.38M Buy
+48,216
New +$2.55M 0.36% 73

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Smith Salley Wealth Management's DOW Position: Q3 2019 in Review

Smith Salley Wealth Management sold out of Dow Inc (DOW) in Q3 2019, closing a stake of 48,216 shares — an estimated $2.38M sold.

Smith Salley Wealth Management first reported a position in DOW in Q2 2019 and held it in 1 quarter. The position peaked at $2.38M in Q2 2019. 1,203 funds tracked by Wall St. Rank hold DOW as of Q3 2019.

  • Smith Salley Wealth Management reported no remaining Dow Inc position as of Q3 2019 after selling out during the quarter.
  • Smith Salley Wealth Management sold 48,216 Dow Inc shares in Q3 2019, an estimated $2.38M.
  • Smith Salley Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 1 quarter.
  • Smith Salley Wealth Management's Dow Inc position peaked at $2.38M in Q2 2019.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q3 2019.

Based on Smith Salley Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.