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American Portfolios Advisors’s Dow Inc DOW Stock Holding History

American Portfolios Advisors’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 		$461K Sell
10,489
-7,102
-40% -$360K 0.02% 679
2022
Q2 		$908K Buy
17,591
+5,646
+47% +$362K 0.04% 454
2022
Q1 		$761K Buy
11,945
+2,276
+24% +$137K 0.03% 572
2021
Q4 		$548K Sell
9,669
-389
-4% -$22.2K 0.02% 703
2021
Q3 		$579K Sell
10,058
-9,768
-49% -$598K 0.02% 639
2021
Q2 		$1.25M Sell
19,826
-6,469
-25% -$427K 0.05% 369
2021
Q1 		$1.68M Buy
26,295
+19,532
+289% +$1.17M 0.07% 269
2020
Q4 		$375K Sell
6,763
-284
-4% -$14.7K 0.02% 653
2020
Q3 		$332K Sell
7,047
-346
-5% -$15.5K 0.02% 614
2020
Q2 		$301K Buy
7,393
+939
+15% +$34.4K 0.02% 594
2020
Q1 		$189K Sell
6,454
-788
-11% -$33.5K 0.02% 671
2019
Q4 		$396K Buy
7,242
+1,809
+33% +$93.5K 0.03% 502
2019
Q3 		$259K Sell
5,433
-105
-2% -$4.92K 0.02% 619
2019
Q2 		$273K Buy
+5,538
New +$292K 0.02% 591

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Portfolios Advisors's DOW Position: Q3 2022 in Review

American Portfolios Advisors reduced its Dow Inc (DOW) stake by 40% in Q3 2022, selling an estimated $360K and leaving 10,489 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #679.

American Portfolios Advisors first reported a position in DOW in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.68M in Q1 2021. 1,432 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • American Portfolios Advisors held 10,489 shares of Dow Inc worth $461K as of Q3 2022.
  • American Portfolios Advisors sold 7,102 Dow Inc shares in Q3 2022, an estimated $360K.
  • Dow Inc made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #679 holding.
  • American Portfolios Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 14 quarters since.
  • American Portfolios Advisors's Dow Inc position peaked at $1.68M in Q1 2021.
  • 1,432 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.