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Wealthcare Capital Management’s Dow Inc DOW Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-162
Closed -$10K – 232
2021
Q1 		$10K Buy
+162
New +$9.7K ﹤0.01% 275
2020
Q1 		– Sell
-48
Closed -$3K – 358
2019
Q4 		$3K Buy
+48
New +$2.48K ﹤0.01% 350

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

Wealthcare Capital Management's DOW Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Dow Inc (DOW) in Q2 2021, closing a stake of 162 shares — an estimated $10K sold.

Wealthcare Capital Management first reported a position in DOW in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 1,402 funds tracked by Wall St. Rank hold DOW as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Dow Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 162 Dow Inc shares in Q2 2021, an estimated $10K.
  • Wealthcare Capital Management first reported a position in Dow Inc in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Dow Inc position peaked at $10K in Q1 2021.
  • 1,402 funds tracked by Wall St. Rank held Dow Inc as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.