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Squar Milner Financial Services’s Dow Inc DOW Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-440
Closed -$12K – 341
2020
Q1 		$12K Hold
440
– – 0.01% 523
2019
Q4 		$24K Buy
+440
New +$22.7K 0.01% 494
2019
Q3 		– Sell
-2,775
Closed -$137K – 342
2019
Q2 		$137K Buy
+2,775
New +$146K 0.09% 219

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Squar Milner Financial Services's DOW Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Dow Inc (DOW) in Q2 2020, closing a stake of 440 shares — an estimated $12K sold.

Squar Milner Financial Services first reported a position in DOW in Q2 2019 and held it in 3 quarters. The position peaked at $137K in Q2 2019. 1,101 funds tracked by Wall St. Rank hold DOW as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Dow Inc position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 440 Dow Inc shares in Q2 2020, an estimated $12K.
  • Squar Milner Financial Services first reported a position in Dow Inc in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Dow Inc position peaked at $137K in Q2 2019.
  • 1,101 funds tracked by Wall St. Rank held Dow Inc as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.