Cetera Advisors’s Dow Inc DOW Stock Holding History

Cetera 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 Q1	$5.03M	Sell	86,889 -8,561	-9%	-$473K	0.04%	457
2023 Q4	$5.23M	Sell	95,450 -5,540	-5%	-$283K	0.07%	262
2023 Q3	$5.21M	Buy	100,990 +19,284	+24%	+$1.04M	0.08%	240
2023 Q2	$4.35M	Buy	81,706 +2,435	+3%	+$129K	0.07%	266
2023 Q1	$4.35M	Buy	79,271 +19,054	+32%	+$1.07M	0.07%	271
2022 Q4	$3.03M	Sell	60,217 -37,562	-38%	-$1.84M	0.06%	336
2022 Q3	$4.29M	Buy	97,779 +10,345	+12%	+$524K	0.11%	190
2022 Q2	$4.51M	Sell	87,434 -1,929	-2%	-$124K	0.1%	195
2022 Q1	$5.69M	Buy	89,363 +10,798	+14%	+$651K	0.11%	182
2021 Q4	$4.46M	Buy	78,565 +553	+0.7%	+$31.5K	0.09%	231
2021 Q3	$4.49M	Buy	78,012 +22,167	+40%	+$1.36M	0.09%	237
2021 Q2	$3.53M	Buy	55,845 +14,344	+35%	+$947K	0.08%	244
2021 Q1	$2.65M	Buy	41,501 +4,004	+11%	+$240K	0.07%	261
2020 Q4	$2.08M	Buy	37,497 +6,608	+21%	+$341K	0.07%	269
2020 Q3	$1.45M	Buy	30,889 +3,937	+15%	+$177K	0.05%	302
2020 Q2	$1.1M	Buy	26,952 +2,553	+10%	+$93.5K	0.05%	345
2020 Q1	$713K	Buy	24,399 +3,801	+18%	+$162K	0.04%	379
2019 Q4	$1.13M	Sell	20,598 -3,523	-15%	-$182K	0.05%	346
2019 Q3	$1.16M	Buy	24,121 +1,480	+7%	+$69.3K	0.05%	329
2019 Q2	$1.11M	Buy	+22,641	New	+$1.2M	0.05%	348

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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