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Compass Wealth Management’s Dow Inc DOW Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-588
Closed -$20.5K – 214
2025
Q1 		$20.5K Hold
588
– – 0.01% 323
2024
Q4 		$23.6K Sell
588
-1,100
-65% -$51.3K 0.01% 309
2024
Q3 		$92.2K Hold
1,688
– – 0.02% 206
2024
Q2 		$89.5K Hold
1,688
– – 0.02% 206
2024
Q1 		$97.8K Sell
1,688
-64
-4% -$3.54K 0.02% 196
2023
Q4 		$96.1K Sell
1,752
-153
-8% -$7.82K 0.03% 192
2023
Q3 		$98.2K Buy
1,905
+57
+3% +$3.06K 0.03% 186
2023
Q2 		$98.4K Buy
1,848
+300
+19% +$15.9K 0.03% 189
2023
Q1 		$84.9K Sell
1,548
-127
-8% -$7.14K 0.03% 197
2022
Q4 		$84.4K Buy
+1,675
New +$81.8K 0.03% 195

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return