BerganKDV Wealth Management’s Dow Inc DOW Stock Holding History

BerganKDV 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
2023 Q2	$13.6K	Sell	256 -29	-10%	-$1.54K	﹤0.01%	525
2023 Q1	$15.6K	Hold	285	–	–	﹤0.01%	543
2022 Q4	$14.3K	Sell	285 -646	-69%	-$31.6K	﹤0.01%	529
2022 Q3	$41K	Buy	931 +494	+113%	+$25K	﹤0.01%	388
2022 Q2	$23K	Buy	437 +7	+2%	+$448	﹤0.01%	480
2022 Q1	$27K	Sell	430 -166	-28%	-$10K	﹤0.01%	477
2021 Q4	$34K	Buy	596 +141	+31%	+$8.04K	﹤0.01%	473
2021 Q3	$26K	Sell	455 -42	-8%	-$2.57K	﹤0.01%	486
2021 Q2	$31K	Buy	497 +43	+9%	+$2.84K	﹤0.01%	456
2021 Q1	$29K	Hold	454	–	–	﹤0.01%	434
2020 Q4	$25K	Sell	454 -457	-50%	-$23.6K	﹤0.01%	437
2020 Q3	$43K	Sell	911 -480	-35%	-$21.6K	0.01%	353
2020 Q2	$57K	Buy	1,391 +20	+1%	+$732	0.01%	340
2020 Q1	$40K	Buy	1,371 +213	+18%	+$9.05K	0.01%	348
2019 Q4	$63K	Buy	1,158 +64	+6%	+$3.31K	0.01%	325
2019 Q3	$52K	Hold	1,094	–	–	0.01%	324
2019 Q2	$54K	Buy	+1,094	New	+$57.8K	0.01%	319

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

BerganKDV Wealth Management's DOW Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Dow Inc (DOW) stake by 10% in Q2 2023, selling an estimated $1.54K and leaving 256 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

BerganKDV Wealth Management first reported a position in DOW in Q2 2019 and has held it in 17 quarters since. The position peaked at $63K in Q4 2019. 1,514 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

BerganKDV Wealth Management held 256 shares of Dow Inc worth $13.6K as of Q2 2023.
BerganKDV Wealth Management sold 29 Dow Inc shares in Q2 2023, an estimated $1.54K.
Dow Inc made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #525 holding.
BerganKDV Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 17 quarters since.
BerganKDV Wealth Management's Dow Inc position peaked at $63K in Q4 2019.
1,514 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.