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UBP Investment Advisors’s Dow Inc DOW Stock Holding History

UBP Investment 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
2022
Q2 		– Sell
-3,556
Closed -$370K – 113
2022
Q1 		$370K Sell
3,556
-3,822
-52% -$231K 0.14% 86
2021
Q4 		$420K Buy
7,378
+125
+2% +$7.13K 0.15% 81
2021
Q3 		$420K Sell
7,253
-2,652
-27% -$162K 0.16% 83
2021
Q2 		$630K Buy
+9,905
New +$654K 0.23% 73

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBP Investment Advisors's DOW Position: Q2 2022 in Review

UBP Investment Advisors sold out of Dow Inc (DOW) in Q2 2022, closing a stake of 3,556 shares — an estimated $370K sold.

UBP Investment Advisors first reported a position in DOW in Q2 2021 and held it in 4 quarters. The position peaked at $630K in Q2 2021. 1,535 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

  • UBP Investment Advisors reported no remaining Dow Inc position as of Q2 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 3,556 Dow Inc shares in Q2 2022, an estimated $370K.
  • UBP Investment Advisors first reported a position in Dow Inc in Q2 2021 and held it in 4 quarters.
  • UBP Investment Advisors's Dow Inc position peaked at $630K in Q2 2021.
  • 1,535 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on UBP Investment Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.