Axim Planning & Wealth’s Dow Inc DOW Stock Holding History

Axim Planning & 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 Q4	–	Sell	-2,140	Closed	-$94K	–	61
2022 Q3	$94K	Sell	2,140 -258	-11%	-$13.1K	0.09%	31
2022 Q2	$124K	Buy	+2,398	New	+$154K	0.1%	22

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Axim Planning & Wealth's DOW Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Dow Inc (DOW) in Q4 2022, closing a stake of 2,140 shares — an estimated $94K sold.

Axim Planning & Wealth first reported a position in DOW in Q2 2022 and held it in 2 quarters. The position peaked at $124K in Q2 2022. 1,522 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

Axim Planning & Wealth reported no remaining Dow Inc position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 2,140 Dow Inc shares in Q4 2022, an estimated $94K.
Axim Planning & Wealth first reported a position in Dow Inc in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's Dow Inc position peaked at $124K in Q2 2022.
1,522 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.