Certified Advisory Corp’s Dow Inc DOW Stock Holding History

Certified Advisory Corp’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
2023 Q4	–	Sell	-218	Closed	-$11.2K	–	279
2023 Q3	$11.2K	Buy	218 +1	+0.5%	+$54	﹤0.01%	273
2023 Q2	$11.6K	Sell	217 -341	-61%	-$18.1K	﹤0.01%	247
2023 Q1	$30.6K	Buy	+558	New	+$31.4K	0.01%	252
2022 Q3	–	Sell	-28	Closed	-$1K	–	228
2022 Q2	$1K	Sell	28 -476	-94%	-$30.5K	﹤0.01%	227
2022 Q1	$32K	Buy	+504	New	+$30.4K	0.01%	229
2021 Q4	–	Sell	-28	Closed	-$2K	–	229
2021 Q3	$2K	Buy	+28	New	+$1.71K	﹤0.01%	227
2021 Q2	–	Sell	-307	Closed	-$20K	–	337
2021 Q1	$20K	Buy	+307	New	+$18.4K	0.01%	487
2020 Q2	$11K	Sell	270 -237	-47%	-$8.68K	﹤0.01%	539
2020 Q1	$15K	Buy	507 +8	+2%	+$340	0.01%	470
2019 Q4	$27K	Sell	499 -37	-7%	-$1.91K	0.01%	416
2019 Q3	$26K	Buy	536 +48	+10%	+$2.25K	0.01%	426
2019 Q2	$24K	Buy	+488	New	+$25.8K	0.01%	444

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Certified Advisory Corp's DOW Position: Q4 2023 in Review

Certified Advisory Corp sold out of Dow Inc (DOW) in Q4 2023, closing a stake of 218 shares — an estimated $11.2K sold.

Certified Advisory Corp first reported a position in DOW in Q2 2019 and held it in 12 quarters. The position peaked at $32K in Q1 2022. 1,596 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

Certified Advisory Corp reported no remaining Dow Inc position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 218 Dow Inc shares in Q4 2023, an estimated $11.2K.
Certified Advisory Corp first reported a position in Dow Inc in Q2 2019 and held it in 12 quarters.
Certified Advisory Corp's Dow Inc position peaked at $32K in Q1 2022.
1,596 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.