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B. Riley Wealth Management’s Dow Inc DOW Stock Holding History

B. Riley Wealth Management’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
Q2 		$2.04K Buy
39,450
+22,673
+135% +$1.45M ﹤0.01% 214
2022
Q1 		$1.07M Buy
16,777
+1,552
+10% +$93.6K 0.08% 205
2021
Q4 		$864K Buy
15,225
+4,096
+37% +$234K 0.06% 253
2021
Q3 		$641K Buy
+11,129
New +$681K 0.05% 290
2020
Q3 		– Sell
-43,064
Closed -$1.75M – 438
2020
Q2 		$1.75M Sell
43,064
-33,660
-44% -$1.23M 0.19% 114
2020
Q1 		$2.24M Buy
76,724
+40,870
+114% +$1.74M 0.24% 102
2019
Q4 		$1.96M Buy
35,854
+19,568
+120% +$1.01M 0.29% 81
2019
Q3 		$776K Buy
16,286
+2,069
+15% +$96.9K 0.14% 158
2019
Q2 		$701 Buy
+14,217
New +$751K 0.11% 171

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Wealth Management's DOW Position: Q2 2022 in Review

B. Riley Wealth Management increased its Dow Inc (DOW) stake by 135% in Q2 2022, buying an estimated $1.45M and bringing the position to 39,450 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

B. Riley Wealth Management first reported a position in DOW in Q2 2019 and has held it in 9 quarters since. The position peaked at $2.24M in Q1 2020. 1,535 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

  • B. Riley Wealth Management held 39,450 shares of Dow Inc worth $2.04K as of Q2 2022.
  • B. Riley Wealth Management bought 22,673 Dow Inc shares in Q2 2022, an estimated $1.45M.
  • Dow Inc made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #214 holding.
  • B. Riley Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 9 quarters since.
  • B. Riley Wealth Management's Dow Inc position peaked at $2.24M in Q1 2020.
  • 1,535 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.