Alaethes Wealth’s Dow Inc DOW Stock Holding History

Alaethes 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 Q2	–	Sell	-335	Closed	-$21K	–	153
2022 Q1	$21K	Sell	335 -11	-3%	-$664	0.01%	169
2021 Q4	$20K	Hold	346	–	–	0.01%	170
2021 Q3	$20K	Hold	346	–	–	0.01%	162
2021 Q2	$22K	Buy	+346	New	+$22.8K	0.02%	152

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 $3.38T AUM 44.17% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alaethes Wealth's DOW Position: Q2 2022 in Review

Alaethes Wealth sold out of Dow Inc (DOW) in Q2 2022, closing a stake of 335 shares — an estimated $21K sold.

Alaethes Wealth first reported a position in DOW in Q2 2021 and held it in 4 quarters. The position peaked at $22K in Q2 2021. 1,537 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

Alaethes Wealth reported no remaining Dow Inc position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 335 Dow Inc shares in Q2 2022, an estimated $21K.
Alaethes Wealth first reported a position in Dow Inc in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's Dow Inc position peaked at $22K in Q2 2021.
1,537 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.