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Wealthspire Advisors (Maryland)’s Dow Inc DOW Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$478K Buy
10,170
+2,036
+25% +$91.4K 0.02% 281
2020
Q2 		$332K Buy
8,134
+1,255
+18% +$45.9K 0.02% 320
2020
Q1 		$201K Sell
6,879
-2,321
-25% -$98.7K 0.02% 395
2019
Q4 		$503K Sell
9,200
-1,122
-11% -$58K 0.03% 279
2019
Q3 		$492K Buy
10,322
+1,356
+15% +$63.5K 0.04% 264
2019
Q2 		$442K Buy
+8,966
New +$473K 0.03% 274

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DOW Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Dow Inc (DOW) stake by 25% in Q3 2020, buying an estimated $91.4K and bringing the position to 10,170 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #281.

Wealthspire Advisors (Maryland) first reported a position in DOW in Q2 2019 and has held it in 6 quarters since. The position peaked at $503K in Q4 2019. 1,146 funds tracked by Wall St. Rank hold DOW as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,170 shares of Dow Inc worth $478K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,036 Dow Inc shares in Q3 2020, an estimated $91.4K.
  • Dow Inc made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #281 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Dow Inc in Q2 2019 and has held it in 6 quarters since.
  • Wealthspire Advisors (Maryland)'s Dow Inc position peaked at $503K in Q4 2019.
  • 1,146 funds tracked by Wall St. Rank held Dow Inc as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.