AWA
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Amplius Wealth Advisors’s Dow Inc DOW Stock Holding History

Amplius Wealth 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
2024
Q2 		– Sell
-10,020
Closed -$580K – 174
2024
Q1 		$580K Buy
10,020
+316
+3% +$17.5K 0.07% 94
2023
Q4 		$532K Buy
9,704
+335
+4% +$17.1K 0.06% 93
2023
Q3 		$483K Buy
9,369
+181
+2% +$9.72K 0.06% 95
2023
Q2 		$489K Sell
9,188
-14
-0.2% -$744 0.07% 98
2023
Q1 		$504K Buy
9,202
+438
+5% +$24.6K 0.07% 93
2022
Q4 		$442K Buy
8,764
+73
+0.8% +$3.57K 0.07% 97
2022
Q3 		$382K Buy
8,691
+25
+0.3% +$1.27K 0.07% 101
2022
Q2 		$447K Buy
+8,666
New +$555K 0.07% 100
2022
Q1 		– Sell
-644
Closed -$36K – 359
2021
Q4 		$36K Buy
+644
New +$36.7K 0.01% 382

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return