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Barber Financial Group’s Dow Inc DOW Stock Holding History

Barber Financial Group’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
2023
Q1 		$348K Buy
6,357
+438
+7% +$24.6K 0.06% 91
2022
Q4 		$298K Buy
5,919
+224
+4% +$10.9K 0.08% 101
2022
Q3 		$250K Sell
5,695
-1,472
-21% -$74.6K 0.07% 110
2022
Q2 		$370K Buy
+7,167
New +$459K 0.06% 88

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Barber Financial Group's DOW Position: Q1 2023 in Review

Barber Financial Group increased its Dow Inc (DOW) stake by 7.4% in Q1 2023, buying an estimated $24.6K and bringing the position to 6,357 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #91.

Barber Financial Group first reported a position in DOW in Q2 2022 and has held it in 4 quarters since. The position peaked at $370K in Q2 2022. 1,538 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Barber Financial Group held 6,357 shares of Dow Inc worth $348K as of Q1 2023.
  • Barber Financial Group bought 438 Dow Inc shares in Q1 2023, an estimated $24.6K.
  • Dow Inc made up 0.06% of Barber Financial Group's portfolio in Q1 2023, its #91 holding.
  • Barber Financial Group first reported a position in Dow Inc in Q2 2022 and has held it in 4 quarters since.
  • Barber Financial Group's Dow Inc position peaked at $370K in Q2 2022.
  • 1,538 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.