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Bragg Financial Advisors’s Dow Inc DOW Stock Holding History

Bragg Financial Advisors’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 		– Sell
-3,811
Closed -$243K – 300
2022
Q1 		$243K Buy
+3,811
New +$230K 0.01% 291
2020
Q3 		– Sell
-6,041
Closed -$246K – 271
2020
Q2 		$246K Sell
6,041
-3,797
-39% -$139K 0.03% 243
2020
Q1 		$288K Sell
9,838
-7,551
-43% -$321K 0.04% 221
2019
Q4 		$952K Sell
17,389
-12,657
-42% -$654K 0.11% 161
2019
Q3 		$1.43M Sell
30,046
-4,221
-12% -$198K 0.17% 143
2019
Q2 		$1.69M Buy
+34,267
New +$1.81M 0.21% 141

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

Bragg Financial Advisors's DOW Position: Q2 2022 in Review

Bragg Financial Advisors sold out of Dow Inc (DOW) in Q2 2022, closing a stake of 3,811 shares — an estimated $243K sold.

Bragg Financial Advisors first reported a position in DOW in Q2 2019 and held it in 6 quarters. The position peaked at $1.69M in Q2 2019. 1,535 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

  • Bragg Financial Advisors reported no remaining Dow Inc position as of Q2 2022 after selling out during the quarter.
  • Bragg Financial Advisors sold 3,811 Dow Inc shares in Q2 2022, an estimated $243K.
  • Bragg Financial Advisors first reported a position in Dow Inc in Q2 2019 and held it in 6 quarters.
  • Bragg Financial Advisors's Dow Inc position peaked at $1.69M in Q2 2019.
  • 1,535 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on Bragg Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.