Cedar Wealth Management’s Dow Inc DOW Stock Holding History

Cedar 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
2024 Q2	–	Sell	-142	Closed	-$8.23K	–	316
2024 Q1	$8.23K	Hold	142	–	–	﹤0.01%	262
2023 Q4	$7.79K	Hold	142	–	–	﹤0.01%	228
2023 Q3	$7.32K	Hold	142	–	–	﹤0.01%	237
2023 Q2	$7.56K	Hold	142	–	–	﹤0.01%	245
2023 Q1	$7.78K	Hold	142	–	–	﹤0.01%	239
2022 Q4	$7.16K	Sell	142 -21	-13%	-$1.03K	﹤0.01%	235
2022 Q3	$7K	Hold	163	–	–	﹤0.01%	266
2022 Q2	$8K	Hold	163	–	–	﹤0.01%	270
2022 Q1	$10K	Hold	163	–	–	﹤0.01%	290
2021 Q4	$9K	Buy	163 +142	+676%	+$8.1K	﹤0.01%	287
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	262
2021 Q2	$1K	Sell	21 -7	-25%	-$462	﹤0.01%	268
2021 Q1	$2K	Hold	28	–	–	﹤0.01%	233
2020 Q4	$2K	Buy	+28	New	+$1.45K	﹤0.01%	225
2019 Q4	–	Sell	-3,118	Closed	-$149K	–	171
2019 Q3	$149K	Sell	3,118 -115	-4%	-$5.38K	0.1%	74
2019 Q2	$159K	Buy	+3,233	New	+$171K	0.1%	71

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return