WIA
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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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return