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Benjamin F. Edwards & Company’s Dow Inc DOW Stock Holding History

Benjamin F. Edwards & Company’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 		$2.14M Sell
40,280
-186
-0.5% -$10.6K 0.04% 360
2024
Q1 		$2.34M Sell
40,466
-9,821
-20% -$543K 0.04% 335
2023
Q4 		$2.76M Buy
50,287
+2,458
+5% +$126K 0.06% 284
2023
Q3 		$2.47M Buy
47,829
+1,334
+3% +$71.6K 0.09% 208
2023
Q2 		$2.48M Buy
46,495
+5,455
+13% +$290K 0.09% 209
2023
Q1 		$2.25M Buy
41,040
+2,739
+7% +$154K 0.09% 216
2022
Q4 		$1.93M Sell
38,301
-32,651
-46% -$1.6M 0.09% 224
2022
Q3 		$3.12M Buy
70,952
+6,150
+9% +$312K 0.16% 141
2022
Q2 		$3.34M Buy
64,802
+4,035
+7% +$258K 0.16% 147
2022
Q1 		$3.87M Sell
60,767
-4,201
-6% -$253K 0.17% 132
2021
Q4 		$3.69M Buy
64,968
+43,455
+202% +$2.48M 0.16% 141
2021
Q3 		$1.24M Buy
21,513
+1,964
+10% +$120K 0.06% 295
2021
Q2 		$1.24M Buy
19,549
+12,039
+160% +$795K 0.06% 293
2021
Q1 		$480K Buy
7,510
+2,394
+47% +$143K 0.03% 468
2020
Q4 		$284K Sell
5,116
-2
-0% -$103 0.02% 550
2020
Q3 		$241K Sell
5,118
-2,129
-29% -$95.6K 0.02% 545
2020
Q2 		$295K Sell
7,247
-7,379
-50% -$270K 0.02% 480
2020
Q1 		$428K Sell
14,626
-7,240
-33% -$308K 0.04% 351
2019
Q4 		$1.2M Buy
21,866
+4,444
+26% +$230K 0.08% 236
2019
Q3 		$830K Sell
17,422
-1,609
-8% -$75.3K 0.06% 292
2019
Q2 		$938K Buy
+19,031
New +$1M 0.08% 242

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Benjamin F. Edwards & Company's DOW Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Dow Inc (DOW) stake by 0.46% in Q2 2024, selling an estimated $10.6K and leaving 40,280 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #360.

Benjamin F. Edwards & Company first reported a position in DOW in Q2 2019 and has held it in 21 quarters since. The position peaked at $3.87M in Q1 2022. 1,548 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Benjamin F. Edwards & Company held 40,280 shares of Dow Inc worth $2.14M as of Q2 2024.
  • Benjamin F. Edwards & Company sold 186 Dow Inc shares in Q2 2024, an estimated $10.6K.
  • Dow Inc made up 0.04% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #360 holding.
  • Benjamin F. Edwards & Company first reported a position in Dow Inc in Q2 2019 and has held it in 21 quarters since.
  • Benjamin F. Edwards & Company's Dow Inc position peaked at $3.87M in Q1 2022.
  • 1,548 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.