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Westshore Wealth’s Dow Inc DOW Stock Holding History

Westshore Wealth’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
2022
Q3 		– Sell
-4,877
Closed -$252K – 95
2022
Q2 		$252K Buy
4,877
+800
+20% +$51.2K 0.16% 71
2022
Q1 		$260K Buy
+4,077
New +$246K 0.17% 75
2021
Q4 		– Sell
-5,177
Closed -$298K – 93
2021
Q3 		$298K Sell
5,177
-2,261
-30% -$138K 0.24% 60
2021
Q2 		$471K Buy
7,438
+300
+4% +$19.8K 0.24% 73
2021
Q1 		$456K Buy
+7,138
New +$427K 0.26% 67

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Westshore Wealth's DOW Position: Q3 2022 in Review

Westshore Wealth sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 4,877 shares — an estimated $252K sold.

Westshore Wealth first reported a position in DOW in Q1 2021 and held it in 5 quarters. The position peaked at $471K in Q2 2021. 1,434 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Westshore Wealth reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
  • Westshore Wealth sold 4,877 Dow Inc shares in Q3 2022, an estimated $252K.
  • Westshore Wealth first reported a position in Dow Inc in Q1 2021 and held it in 5 quarters.
  • Westshore Wealth's Dow Inc position peaked at $471K in Q2 2021.
  • 1,434 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Westshore Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.