CWA
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Clearview Wealth Advisors’s Dow Inc DOW Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-75
Closed -$4K – 242
2023
Q2 		$4K Hold
75
– – ﹤0.01% 449
2023
Q1 		$4.11K Hold
75
– – ﹤0.01% 448
2022
Q4 		$3.78K Hold
75
– – ﹤0.01% 423
2022
Q3 		$3K Hold
75
– – ﹤0.01% 449
2022
Q2 		$4K Hold
75
– – ﹤0.01% 441
2022
Q1 		$5K Hold
75
– – ﹤0.01% 444
2021
Q4 		$4K Sell
75
-558
-88% -$31.8K ﹤0.01% 506
2021
Q3 		$36K Sell
633
-420
-40% -$25.7K 0.02% 269
2021
Q2 		$67K Sell
1,053
-774
-42% -$51.1K 0.04% 215
2021
Q1 		$117K Buy
1,827
+1,571
+614% +$94K 0.08% 144
2020
Q4 		$14K Buy
+256
New +$13.2K 0.01% 334

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return