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Advocacy Wealth Management Services’s Dow Inc DOW Stock Holding History

Advocacy Wealth Management Services’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
Q2 		– Sell
-6
Closed – – 149
2022
Q1 		$0 Hold
6
– – ﹤0.01% 195
2021
Q4 		$0 Hold
6
– – ﹤0.01% 188
2021
Q3 		$0 Hold
6
– – ﹤0.01% 181
2021
Q2 		$0 Buy
+6
New +$396 ﹤0.01% 200

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advocacy Wealth Management Services's DOW Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Dow Inc (DOW) in Q2 2022, closing a stake of 6 shares.

Advocacy Wealth Management Services first reported a position in DOW in Q2 2021 and held it in 4 quarters. The position peaked at $0 in Q1 2022. 1,535 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining Dow Inc position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 6 Dow Inc shares in Q2 2022.
  • Advocacy Wealth Management Services first reported a position in Dow Inc in Q2 2021 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Dow Inc position peaked at $0 in Q1 2022.
  • 1,535 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.