AWM
DOW icon

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Accel Wealth Management's DOW Position: Q2 2023 in Review

Accel Wealth Management sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 917 shares — an estimated $50.3K sold.

Accel Wealth Management first reported a position in DOW in Q4 2020 and held it in 10 quarters. The position peaked at $87K in Q1 2022. 1,514 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • Accel Wealth Management reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 917 Dow Inc shares in Q2 2023, an estimated $50.3K.
  • Accel Wealth Management first reported a position in Dow Inc in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Dow Inc position peaked at $87K in Q1 2022.
  • 1,514 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.