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Valley Brook Capital Group’s Dow Inc DOW Stock Holding History

Valley Brook Capital Group’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 		– Sell
-1,649
Closed -$105K – 184
2021
Q1 		$105K Buy
1,649
+679
+70% +$40.6K 0.1% 155
2020
Q4 		$53K Buy
+970
New +$50.1K 0.05% 190

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Valley Brook Capital Group's DOW Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Dow Inc (DOW) in Q2 2021, closing a stake of 1,649 shares — an estimated $105K sold.

Valley Brook Capital Group first reported a position in DOW in Q4 2020 and held it in 2 quarters. The position peaked at $105K in Q1 2021. 1,404 funds tracked by Wall St. Rank hold DOW as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Dow Inc position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 1,649 Dow Inc shares in Q2 2021, an estimated $105K.
  • Valley Brook Capital Group first reported a position in Dow Inc in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Dow Inc position peaked at $105K in Q1 2021.
  • 1,404 funds tracked by Wall St. Rank held Dow Inc as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.