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Compton Wealth Advisory Group’s Dow Inc DOW Stock Holding History

Compton Wealth Advisory Group’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
Q1 		– Sell
-9,652
Closed -$486K – 96
2022
Q4 		$486K Sell
9,652
-6,927
-42% -$338K 0.19% 71
2022
Q3 		$728K Buy
16,579
+3,274
+25% +$166K 0.31% 62
2022
Q2 		$687K Buy
+13,305
New +$852K 0.3% 63

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compton Wealth Advisory Group's DOW Position: Q1 2023 in Review

Compton Wealth Advisory Group sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 9,652 shares — an estimated $486K sold.

Compton Wealth Advisory Group first reported a position in DOW in Q2 2022 and held it in 3 quarters. The position peaked at $728K in Q3 2022. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Compton Wealth Advisory Group reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
  • Compton Wealth Advisory Group sold 9,652 Dow Inc shares in Q1 2023, an estimated $486K.
  • Compton Wealth Advisory Group first reported a position in Dow Inc in Q2 2022 and held it in 3 quarters.
  • Compton Wealth Advisory Group's Dow Inc position peaked at $728K in Q3 2022.
  • 1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2023, filed 26 Apr 2023.