AWA
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Aaron Wealth Advisors’s Dow Inc DOW Stock Holding History

Aaron Wealth 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
2024
Q3 		– Sell
-7,480
Closed -$397K – 430
2024
Q2 		$397K Sell
7,480
-287
-4% -$16.4K 0.06% 196
2024
Q1 		$450K Buy
7,767
+495
+7% +$27.4K 0.06% 164
2023
Q4 		$399K Buy
7,272
+11
+0.2% +$562 0.07% 156
2023
Q3 		$374K Sell
7,261
-38,954
-84% -$2.09M 0.05% 174
2023
Q2 		$2.46M Buy
46,215
+19,003
+70% +$1.01M 0.32% 51
2023
Q1 		$1.49M Buy
27,212
+52
+0.2% +$2.93K 0.21% 76
2022
Q4 		$1.37M Buy
+27,160
New +$1.33M 0.2% 79
2022
Q2 		– Sell
-127,503
Closed -$2M – 371
2022
Q1 		$2M Buy
+127,503
New +$7.69M 0.03% 234

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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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM