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WealthPLAN Partners’s Dow Inc DOW Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-1,412
Closed -$75.2K – 509
2023
Q2 		$75.2K Buy
1,412
+200
+17% +$10.6K 0.01% 440
2023
Q1 		$66.4K Sell
1,212
-9,799
-89% -$551K 0.01% 505
2022
Q4 		$658K Buy
+11,011
New +$538K 0.05% 218
2022
Q1 		$626K Sell
9,411
-187
-2% -$11.3K 0.04% 224
2021
Q4 		$573K Sell
9,598
-44
-0.5% -$2.51K 0.04% 239
2021
Q3 		$529K Buy
9,642
+330
+4% +$20.2K 0.04% 247
2021
Q2 		$598K Buy
9,312
+1,612
+21% +$106K 0.04% 208
2021
Q1 		$510K Buy
7,700
+211
+3% +$12.6K 0.04% 226
2020
Q4 		$422K Buy
7,489
+224
+3% +$11.6K 0.04% 236
2020
Q3 		$371K Sell
7,265
-1,045
-13% -$46.9K 0.04% 227
2020
Q2 		$369K Sell
8,310
-146
-2% -$5.34K 0.04% 213
2020
Q1 		$283K Buy
+8,456
New +$359K 0.04% 204
2019
Q4 		– Sell
-3,765
Closed -$202K – 252
2019
Q3 		$202K Buy
+3,765
New +$176K 0.03% 224

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 $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's DOW Position: Q3 2023 in Review

WealthPLAN Partners sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 1,412 shares — an estimated $75.2K sold.

WealthPLAN Partners first reported a position in DOW in Q3 2019 and held it in 13 quarters. The position peaked at $658K in Q4 2022. 1,505 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • WealthPLAN Partners reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,412 Dow Inc shares in Q3 2023, an estimated $75.2K.
  • WealthPLAN Partners first reported a position in Dow Inc in Q3 2019 and held it in 13 quarters.
  • WealthPLAN Partners's Dow Inc position peaked at $658K in Q4 2022.
  • 1,505 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.