Centerpoint Advisors’s Dow Inc DOW Stock Holding History

Centerpoint 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
2024 Q2	–	Sell	-64	Closed	-$4K	–	443
2024 Q1	$4K	Hold	64	–	–	﹤0.01%	367
2023 Q4	$4K	Hold	64	–	–	﹤0.01%	365
2023 Q3	$3K	Hold	64	–	–	﹤0.01%	416
2023 Q2	$3K	Hold	64	–	–	﹤0.01%	422
2023 Q1	$4K	Hold	64	–	–	﹤0.01%	401
2022 Q4	$3K	Sell	64 -85	-57%	-$4.15K	﹤0.01%	373
2022 Q3	$7K	Sell	149 -213	-59%	-$10.8K	﹤0.01%	238
2022 Q2	$19K	Buy	362 +213	+143%	+$13.6K	0.01%	194
2022 Q1	$9K	Hold	149	–	–	﹤0.01%	228
2021 Q4	$8K	Hold	149	–	–	﹤0.01%	240
2021 Q3	$9K	Hold	149	–	–	﹤0.01%	202
2021 Q2	$9K	Hold	149	–	–	﹤0.01%	206
2021 Q1	$10K	Hold	149	–	–	0.01%	171
2020 Q4	$8K	Hold	149	–	–	0.01%	178
2020 Q3	$7K	Hold	149	–	–	0.01%	164
2020 Q2	$6K	Hold	149	–	–	﹤0.01%	180
2020 Q1	$4K	Hold	149	–	–	﹤0.01%	194
2019 Q4	$8K	Hold	149	–	–	0.01%	177
2019 Q3	$7K	Hold	149	–	–	0.01%	174
2019 Q2	$7K	Buy	+149	New	+$7.87K	0.01%	172

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