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Wealthstreet Investment Advisors’s Dow Inc DOW Stock Holding History

Wealthstreet Investment Advisors’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
-32,930
Closed -$2.11M – 151
2021
Q1 		$2.11M Sell
32,930
-3,470
-10% -$208K 0.21% 114
2020
Q4 		$2.02M Sell
36,400
-621
-2% -$32.1K 0.2% 111
2020
Q3 		$1.74M Buy
37,021
+222
+0.6% +$9.97K 0.19% 112
2020
Q2 		$1.5M Sell
36,799
-3,742
-9% -$137K 0.18% 113
2020
Q1 		$1.19M Buy
40,541
+1,656
+4% +$70.4K 0.18% 115
2019
Q4 		$2.13M Buy
38,885
+10,349
+36% +$535K 0.25% 97
2019
Q3 		$1.47M Sell
28,536
-8,220
-22% -$385K 0.19% 112
2019
Q2 		$1.81M Buy
+36,756
New +$1.94M 0.23% 102

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 $846B AUM 46.74% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthstreet Investment Advisors's DOW Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Dow Inc (DOW) in Q2 2021, closing a stake of 32,930 shares — an estimated $2.11M sold.

Wealthstreet Investment Advisors first reported a position in DOW in Q2 2019 and held it in 8 quarters. The position peaked at $2.13M in Q4 2019. 1,403 funds tracked by Wall St. Rank hold DOW as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Dow Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 32,930 Dow Inc shares in Q2 2021, an estimated $2.11M.
  • Wealthstreet Investment Advisors first reported a position in Dow Inc in Q2 2019 and held it in 8 quarters.
  • Wealthstreet Investment Advisors's Dow Inc position peaked at $2.13M in Q4 2019.
  • 1,403 funds tracked by Wall St. Rank held Dow Inc as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.