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TrueWealth LLC’s Dow Inc DOW Stock Holding History

TrueWealth LLC’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
Q2 		$52K Buy
1,267
+6
+0.5% +$220 0.02% 271
2020
Q1 		$37K Buy
1,261
+10
+0.8% +$425 0.02% 284
2019
Q4 		$68K Hold
1,251
– – 0.03% 236
2019
Q3 		$60K Sell
1,251
-29
-2% -$1.36K 0.03% 247
2019
Q2 		$63K Buy
+1,280
New +$67.6K 0.03% 241

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

TrueWealth LLC's DOW Position: Q2 2020 in Review

TrueWealth LLC increased its Dow Inc (DOW) stake by 0.48% in Q2 2020, buying an estimated $220 and bringing the position to 1,267 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #271.

TrueWealth LLC first reported a position in DOW in Q2 2019 and has held it in 5 quarters since. The position peaked at $68K in Q4 2019. 1,101 funds tracked by Wall St. Rank hold DOW as of Q2 2020.

  • TrueWealth LLC held 1,267 shares of Dow Inc worth $52K as of Q2 2020.
  • TrueWealth LLC bought 6 Dow Inc shares in Q2 2020, an estimated $220.
  • Dow Inc made up 0.02% of TrueWealth LLC's portfolio in Q2 2020, its #271 holding.
  • TrueWealth LLC first reported a position in Dow Inc in Q2 2019 and has held it in 5 quarters since.
  • TrueWealth LLC's Dow Inc position peaked at $68K in Q4 2019.
  • 1,101 funds tracked by Wall St. Rank held Dow Inc as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.