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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return