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Tower View Wealth Management’s Dow Inc DOW Stock Holding History

Tower View 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
2021
Q4 		– Sell
-500
Closed -$29K – 199
2021
Q3 		$29K Buy
+500
New +$30.6K 0.02% 125

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tower View Wealth Management's DOW Position: Q4 2021 in Review

Tower View Wealth Management sold out of Dow Inc (DOW) in Q4 2021, closing a stake of 500 shares — an estimated $29K sold.

Tower View Wealth Management first reported a position in DOW in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 1,472 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

  • Tower View Wealth Management reported no remaining Dow Inc position as of Q4 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 500 Dow Inc shares in Q4 2021, an estimated $29K.
  • Tower View Wealth Management first reported a position in Dow Inc in Q3 2021 and held it in 1 quarter.
  • Tower View Wealth Management's Dow Inc position peaked at $29K in Q3 2021.
  • 1,472 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.