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Summit Wealth & Retirement Planning’s Dow Inc DOW Stock Holding History

Summit Wealth & Retirement 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
Q1 		– Sell
-4,928
Closed -$274K – 110
2020
Q4 		$274K Hold
4,928
– – 0.1% 99
2020
Q3 		$232K Hold
4,928
– – 0.1% 97
2020
Q2 		$201K Buy
+4,928
New +$180K 0.09% 107
2020
Q1 		– Sell
-4,928
Closed -$270K – 119
2019
Q4 		$270K Sell
4,928
-245
-5% -$12.7K 0.12% 109
2019
Q3 		$246K Sell
5,173
-123
-2% -$5.76K 0.15% 109
2019
Q2 		$261K Buy
+5,296
New +$280K 0.15% 114

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 $846B AUM 46.74% 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 $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Wealth & Retirement Planning's DOW Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of Dow Inc (DOW) in Q1 2021, closing a stake of 4,928 shares — an estimated $274K sold.

Summit Wealth & Retirement Planning first reported a position in DOW in Q2 2019 and held it in 6 quarters. The position peaked at $274K in Q4 2020. 1,358 funds tracked by Wall St. Rank hold DOW as of Q1 2021.

  • Summit Wealth & Retirement Planning reported no remaining Dow Inc position as of Q1 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 4,928 Dow Inc shares in Q1 2021, an estimated $274K.
  • Summit Wealth & Retirement Planning first reported a position in Dow Inc in Q2 2019 and held it in 6 quarters.
  • Summit Wealth & Retirement Planning's Dow Inc position peaked at $274K in Q4 2020.
  • 1,358 funds tracked by Wall St. Rank held Dow Inc as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.