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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearview Wealth Advisors's DOW Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 75 shares — an estimated $4K sold.

Clearview Wealth Advisors first reported a position in DOW in Q4 2020 and held it in 11 quarters. The position peaked at $117K in Q1 2021. 1,506 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 75 Dow Inc shares in Q3 2023, an estimated $4K.
  • Clearview Wealth Advisors first reported a position in Dow Inc in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Dow Inc position peaked at $117K in Q1 2021.
  • 1,506 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.