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Ahrens Investment Partners’s Dow Inc DOW Stock Holding History

Ahrens Investment Partners’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
Q1 		$203K Sell
3,694
-404
-10% -$22.7K 0.1% 141
2022
Q4 		$207K Buy
+4,098
New +$200K 0.09% 156
2022
Q3 		– Sell
-1,606
Closed -$83K – 354
2022
Q2 		$83K Sell
1,606
-376
-19% -$24.1K 0.04% 252
2022
Q1 		$126K Buy
1,982
+1,216
+159% +$73.3K 0.04% 236
2021
Q4 		$43K Buy
+766
New +$43.7K 0.02% 433

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $757B AUM 28.64% 1-Year Est. Return

Ahrens Investment Partners's DOW Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Dow Inc (DOW) stake by 9.9% in Q1 2023, selling an estimated $22.7K and leaving 3,694 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #141.

Ahrens Investment Partners first reported a position in DOW in Q4 2021 and has held it in 5 quarters since. The position peaked at $207K in Q4 2022. 1,539 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Ahrens Investment Partners held 3,694 shares of Dow Inc worth $203K as of Q1 2023.
  • Ahrens Investment Partners sold 404 Dow Inc shares in Q1 2023, an estimated $22.7K.
  • Dow Inc made up 0.1% of Ahrens Investment Partners's portfolio in Q1 2023, its #141 holding.
  • Ahrens Investment Partners first reported a position in Dow Inc in Q4 2021 and has held it in 5 quarters since.
  • Ahrens Investment Partners's Dow Inc position peaked at $207K in Q4 2022.
  • 1,539 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.