Accel Wealth Management’s Dow Inc DOW Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-917	Closed	-$50.3K	–	346
2023 Q1	$50.3K	Sell	917 -8	-0.9%	-$450	0.02%	477
2022 Q4	$46.6K	Sell	925 -533	-37%	-$26K	0.02%	375
2022 Q3	$68K	Buy	1,458 +99	+7%	+$5.02K	0.04%	313
2022 Q2	$67K	Buy	1,359 +6	+0.4%	+$384	0.04%	298
2022 Q1	$87K	Buy	1,353 +107	+9%	+$6.45K	0.05%	272
2021 Q4	$71K	Buy	1,246 +707	+131%	+$40.3K	0.03%	316
2021 Q3	$31K	Buy	539 +201	+59%	+$12.3K	0.02%	409
2021 Q2	$21K	Buy	338 +1	+0.3%	+$66	0.01%	527
2021 Q1	$22K	Buy	337 +201	+148%	+$12K	0.02%	479
2020 Q4	$8K	Buy	+136	New	+$7.02K	0.01%	648

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return