ACG Wealth’s Dow Inc DOW Stock Holding History

ACG 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	-855	Closed	-$44K	–	422
2022 Q2	$44K	Buy	+855	New	+$54.8K	0.01%	452

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

ACG Wealth's DOW Position: Q3 2022 in Review

ACG Wealth sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 855 shares — an estimated $44K sold.

ACG Wealth first reported a position in DOW in Q2 2022 and held it in 1 quarter. The position peaked at $44K in Q2 2022. 1,433 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

ACG Wealth reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 855 Dow Inc shares in Q3 2022, an estimated $44K.
ACG Wealth first reported a position in Dow Inc in Q2 2022 and held it in 1 quarter.
ACG Wealth's Dow Inc position peaked at $44K in Q2 2022.
1,433 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

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