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	–	315
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Cedar Wealth Management's DOW Position: Q2 2024 in Review

Cedar Wealth Management sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 142 shares — an estimated $8.23K sold.

Cedar Wealth Management first reported a position in DOW in Q2 2019 and held it in 16 quarters. The position peaked at $159K in Q2 2019. 1,548 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Cedar Wealth Management reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Cedar Wealth Management sold 142 Dow Inc shares in Q2 2024, an estimated $8.23K.
Cedar Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 16 quarters.
Cedar Wealth Management's Dow Inc position peaked at $159K in Q2 2019.
1,548 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Cedar Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.