TPWA
DOW icon

TRUE Private Wealth Advisors’s Dow Inc DOW Stock Holding History

TRUE Private Wealth Advisors’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
-1,588
Closed -$88K – 355
2020
Q4 		$88K Hold
1,588
– – 0.01% 289
2020
Q3 		$74K Sell
1,588
-341
-18% -$15.3K 0.01% 284
2020
Q2 		$78K Buy
1,929
+341
+21% +$12.5K 0.01% 272
2020
Q1 		$46K Sell
1,588
-239
-13% -$10.2K 0.01% 295
2019
Q4 		$100K Buy
+1,827
New +$94.4K 0.02% 291
2019
Q3 		– Sell
-1,966
Closed -$96K – 351
2019
Q2 		$96K Buy
+1,966
New +$104K 0.02% 268

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

TRUE Private Wealth Advisors's DOW Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Dow Inc (DOW) in Q1 2021, closing a stake of 1,588 shares — an estimated $88K sold.

TRUE Private Wealth Advisors first reported a position in DOW in Q2 2019 and held it in 6 quarters. The position peaked at $100K in Q4 2019. 1,358 funds tracked by Wall St. Rank hold DOW as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Dow Inc position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,588 Dow Inc shares in Q1 2021, an estimated $88K.
  • TRUE Private Wealth Advisors first reported a position in Dow Inc in Q2 2019 and held it in 6 quarters.
  • TRUE Private Wealth Advisors's Dow Inc position peaked at $100K in Q4 2019.
  • 1,358 funds tracked by Wall St. Rank held Dow Inc as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.