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USCA RIA’s Dow Inc DOW Stock Holding History

USCA RIA’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
Q2 		$9.6M Buy
151,629
+10,353
+7% +$684K 0.58% 36
2021
Q1 		$9.03M Sell
141,276
-1,637
-1% -$98K 0.59% 39
2020
Q4 		$7.93M Sell
142,913
-30,990
-18% -$1.6M 0.56% 37
2020
Q3 		$8.18M Buy
173,903
+15,679
+10% +$704K 0.64% 30
2020
Q2 		$6.45M Buy
158,224
+68,944
+77% +$2.52M 0.57% 40
2020
Q1 		$2.61M Sell
89,280
-32,890
-27% -$1.4M 0.3% 81
2019
Q4 		$6.69M Buy
122,170
+99,041
+428% +$5.12M 0.6% 43
2019
Q3 		$1.1M Sell
23,129
-18,112
-44% -$848K 0.11% 221
2019
Q2 		$2.03M Buy
+41,241
New +$2.18M 0.21% 140

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 $733B AUM 35.63% 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 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

USCA RIA's DOW Position: Q2 2021 in Review

USCA RIA increased its Dow Inc (DOW) stake by 7.3% in Q2 2021, buying an estimated $684K and bringing the position to 151,629 shares worth $9.6M. The position accounts for 0.58% of the portfolio, ranked #36.

USCA RIA first reported a position in DOW in Q2 2019 and has held it in 9 quarters since. 1,402 funds tracked by Wall St. Rank hold DOW as of Q2 2021.

  • USCA RIA held 151,629 shares of Dow Inc worth $9.6M as of Q2 2021.
  • USCA RIA bought 10,353 Dow Inc shares in Q2 2021, an estimated $684K.
  • Dow Inc made up 0.58% of USCA RIA's portfolio in Q2 2021, its #36 holding.
  • USCA RIA first reported a position in Dow Inc in Q2 2019 and has held it in 9 quarters since.
  • 1,402 funds tracked by Wall St. Rank held Dow Inc as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.