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Straight Path Wealth Management’s Dow Inc DOW Stock Holding History

Straight Path 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
2023
Q1 		– Sell
-9,000
Closed -$454K – 80
2022
Q4 		$454K Hold
9,000
– – 0.43% 34
2022
Q3 		$395K Buy
+9,000
New +$456K 0.35% 49

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Straight Path Wealth Management's DOW Position: Q1 2023 in Review

Straight Path Wealth Management sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 9,000 shares — an estimated $454K sold.

Straight Path Wealth Management first reported a position in DOW in Q3 2022 and held it in 2 quarters. The position peaked at $454K in Q4 2022. 1,538 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Straight Path Wealth Management reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
  • Straight Path Wealth Management sold 9,000 Dow Inc shares in Q1 2023, an estimated $454K.
  • Straight Path Wealth Management first reported a position in Dow Inc in Q3 2022 and held it in 2 quarters.
  • Straight Path Wealth Management's Dow Inc position peaked at $454K in Q4 2022.
  • 1,538 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Straight Path Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.