Alpha Cubed Investments’s Dow Inc DOW Stock Holding History

Alpha Cubed Investments’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	–	Sell	-5,925	Closed	-$299K	–	295
2022 Q4	$299K	Buy	+5,925	New	+$289K	0.02%	217
2022 Q3	–	Sell	-8,912	Closed	-$460K	–	278
2022 Q2	$460K	Buy	8,912 +2,910	+48%	+$186K	0.03%	177
2022 Q1	$382K	Buy	+6,002	New	+$362K	0.02%	223
2020 Q1	–	Sell	-4,241	Closed	-$232K	–	233
2019 Q4	$232K	Buy	+4,241	New	+$219K	0.02%	229
2019 Q3	–	Sell	-5,646	Closed	-$278K	–	262
2019 Q2	$278K	Buy	+5,646	New	+$298K	0.03%	195

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Alpha Cubed Investments's DOW Position: Q1 2023 in Review

Alpha Cubed Investments sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 5,925 shares — an estimated $299K sold.

Alpha Cubed Investments first reported a position in DOW in Q2 2019 and held it in 5 quarters. The position peaked at $460K in Q2 2022. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

Alpha Cubed Investments reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
Alpha Cubed Investments sold 5,925 Dow Inc shares in Q1 2023, an estimated $299K.
Alpha Cubed Investments first reported a position in Dow Inc in Q2 2019 and held it in 5 quarters.
Alpha Cubed Investments's Dow Inc position peaked at $460K in Q2 2022.
1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Alpha Cubed Investments's 13F filing for Q1 2023, filed 27 Apr 2023.