Atlas Brown’s Dow Inc DOW Stock Holding History

Atlas Brown’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 Q4	–	Sell	-4,154	Closed	-$227K	–	208
2024 Q3	$227K	Sell	4,154 -184	-4%	-$9.71K	0.08%	190
2024 Q2	$230K	Sell	4,338 -306	-7%	-$17.5K	0.08%	187
2024 Q1	$269K	Sell	4,644 -161	-3%	-$8.9K	0.1%	172
2023 Q4	$264K	Sell	4,805 -78	-2%	-$3.98K	0.11%	161
2023 Q3	$252K	Hold	4,883	–	–	0.11%	156
2023 Q2	$260K	Buy	4,883 +457	+10%	+$24.3K	0.11%	157
2023 Q1	$243K	Sell	4,426 -4,497	-50%	-$253K	0.11%	158
2022 Q4	$450K	Buy	8,923 +344	+4%	+$16.8K	0.22%	115
2022 Q3	$377K	Buy	8,579 +3,658	+74%	+$185K	0.19%	127
2022 Q2	$254K	Buy	+4,921	New	+$315K	0.12%	147

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return