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Stockman Wealth Management’s Dow Inc DOW Stock Holding History

Stockman 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
2020
Q4 		– Sell
-29,328
Closed -$1.38M – 196
2020
Q3 		$1.38M Sell
29,328
-1,487
-5% -$66.8K 0.5% 54
2020
Q2 		$1.26M Sell
30,815
-1,377
-4% -$50.4K 0.47% 54
2020
Q1 		$941K Buy
32,192
+3,895
+14% +$166K 0.42% 58
2019
Q4 		$1.55M Sell
28,297
-2,579
-8% -$133K 0.55% 53
2019
Q3 		$1.47M Buy
30,876
+2,559
+9% +$120K 0.56% 51
2019
Q2 		$1.4M Buy
+28,317
New +$1.49M 0.57% 52

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Stockman Wealth Management's DOW Position: Q4 2020 in Review

Stockman Wealth Management sold out of Dow Inc (DOW) in Q4 2020, closing a stake of 29,328 shares — an estimated $1.38M sold.

Stockman Wealth Management first reported a position in DOW in Q2 2019 and held it in 6 quarters. The position peaked at $1.55M in Q4 2019. 1,282 funds tracked by Wall St. Rank hold DOW as of Q4 2020.

  • Stockman Wealth Management reported no remaining Dow Inc position as of Q4 2020 after selling out during the quarter.
  • Stockman Wealth Management sold 29,328 Dow Inc shares in Q4 2020, an estimated $1.38M.
  • Stockman Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 6 quarters.
  • Stockman Wealth Management's Dow Inc position peaked at $1.55M in Q4 2019.
  • 1,282 funds tracked by Wall St. Rank held Dow Inc as of Q4 2020.

Based on Stockman Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.