Centennial Wealth Advisory’s Dow Inc DOW Stock Holding History

Centennial Wealth Advisory’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 Q4	–	Sell	-5,519	Closed	-$301K	–	145
2024 Q3	$301K	Sell	5,519 -2	-0%	-$106	0.12%	115
2024 Q2	$293K	Sell	5,521 -549	-9%	-$31.4K	0.13%	102
2024 Q1	$352K	Sell	6,070 -118	-2%	-$6.52K	0.16%	88
2023 Q4	$339K	Sell	6,188 -1,036	-14%	-$52.9K	0.17%	88
2023 Q3	$372K	Sell	7,224 -241	-3%	-$12.9K	0.2%	79
2023 Q2	$398K	Buy	7,465 +1,450	+24%	+$77.1K	0.21%	72
2023 Q1	$330K	Buy	6,015 +1,250	+26%	+$70.3K	0.18%	90
2022 Q4	$240K	Sell	4,765 -12	-0.3%	-$586	0.13%	106
2022 Q3	$210K	Buy	+4,777	New	+$242K	0.12%	103

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

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

JP Morgan Chase

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

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return