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Sterling Financial Planning’s Dow Inc DOW Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-815
Closed -$47K – 179
2021
Q3 		$47K Buy
815
+162
+25% +$9.92K 0.03% 187
2021
Q2 		$41K Hold
653
– – 0.03% 185
2021
Q1 		$42K Hold
653
– – 0.03% 165
2020
Q4 		$36K Buy
+653
New +$33.7K 0.03% 164

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sterling Financial Planning's DOW Position: Q4 2021 in Review

Sterling Financial Planning sold out of Dow Inc (DOW) in Q4 2021, closing a stake of 815 shares — an estimated $47K sold.

Sterling Financial Planning first reported a position in DOW in Q4 2020 and held it in 4 quarters. The position peaked at $47K in Q3 2021. 1,474 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

  • Sterling Financial Planning reported no remaining Dow Inc position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 815 Dow Inc shares in Q4 2021, an estimated $47K.
  • Sterling Financial Planning first reported a position in Dow Inc in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Dow Inc position peaked at $47K in Q3 2021.
  • 1,474 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.