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Walled Lake Planning & Wealth Management’s Dow Inc DOW Stock Holding History

Walled Lake Planning & Wealth Management’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 		– Sell
-100
Closed -$3K – 341
2020
Q1 		$3K Buy
100
+79
+376% +$3.36K ﹤0.01% 255
2019
Q4 		$1K Buy
+21
New +$1.08K ﹤0.01% 263

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

Walled Lake Planning & Wealth Management's DOW Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Dow Inc (DOW) in Q2 2020, closing a stake of 100 shares — an estimated $3K sold.

Walled Lake Planning & Wealth Management first reported a position in DOW in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 1,100 funds tracked by Wall St. Rank hold DOW as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Dow Inc position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 100 Dow Inc shares in Q2 2020, an estimated $3K.
  • Walled Lake Planning & Wealth Management first reported a position in Dow Inc in Q4 2019 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Dow Inc position peaked at $3K in Q1 2020.
  • 1,100 funds tracked by Wall St. Rank held Dow Inc as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.