CWA
DOW icon

Carolina Wealth Advisors’s Dow Inc DOW Stock Holding History

Carolina Wealth 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
Q4 		– Sell
-50
Closed -$2K – 237
2022
Q3 		$2K Hold
50
– – ﹤0.01% 204
2022
Q2 		$3K Hold
50
– – ﹤0.01% 214
2022
Q1 		$3K Hold
50
– – ﹤0.01% 231
2021
Q4 		$3K Hold
50
– – ﹤0.01% 233
2021
Q3 		$3K Hold
50
– – ﹤0.01% 226
2021
Q2 		$3K Hold
50
– – ﹤0.01% 248
2021
Q1 		$3K Hold
50
– – ﹤0.01% 267
2020
Q4 		$3K Hold
50
– – ﹤0.01% 198
2020
Q3 		$2K Hold
50
– – ﹤0.01% 193
2020
Q2 		$2K Hold
50
– – ﹤0.01% 152
2020
Q1 		$1K Buy
+50
New +$2.13K ﹤0.01% 162

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Carolina Wealth Advisors's DOW Position: Q4 2022 in Review

Carolina Wealth Advisors sold out of Dow Inc (DOW) in Q4 2022, closing a stake of 50 shares — an estimated $2K sold.

Carolina Wealth Advisors first reported a position in DOW in Q1 2020 and held it in 11 quarters. The position peaked at $3K in Q2 2022. 1,521 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Carolina Wealth Advisors reported no remaining Dow Inc position as of Q4 2022 after selling out during the quarter.
  • Carolina Wealth Advisors sold 50 Dow Inc shares in Q4 2022, an estimated $2K.
  • Carolina Wealth Advisors first reported a position in Dow Inc in Q1 2020 and held it in 11 quarters.
  • Carolina Wealth Advisors's Dow Inc position peaked at $3K in Q2 2022.
  • 1,521 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Carolina Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.