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Warther Private Wealth’s Dow Inc DOW Stock Holding History

Warther Private Wealth’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
-3,401
Closed -$218K – 116
2022
Q1 		$218K Buy
+3,401
New +$205K 0.14% 125
2021
Q3 		– Sell
-3,392
Closed -$215K – 119
2021
Q2 		$215K Buy
+3,392
New +$224K 0.21% 105

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Warther Private Wealth's DOW Position: Q2 2022 in Review

Warther Private Wealth sold out of Dow Inc (DOW) in Q2 2022, closing a stake of 3,401 shares — an estimated $218K sold.

Warther Private Wealth first reported a position in DOW in Q2 2021 and held it in 2 quarters. The position peaked at $218K in Q1 2022. 1,537 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

  • Warther Private Wealth reported no remaining Dow Inc position as of Q2 2022 after selling out during the quarter.
  • Warther Private Wealth sold 3,401 Dow Inc shares in Q2 2022, an estimated $218K.
  • Warther Private Wealth first reported a position in Dow Inc in Q2 2021 and held it in 2 quarters.
  • Warther Private Wealth's Dow Inc position peaked at $218K in Q1 2022.
  • 1,537 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on Warther Private Wealth's 13F filing for Q2 2022, filed 30 Dec 2022.