CA
DOW icon

Cornerstone Advisory’s Dow Inc DOW Stock Holding History

Cornerstone Advisory’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
2022
Q2 		– Sell
-3,269
Closed -$208K – 200
2022
Q1 		$208K Buy
3,269
+1
+0% +$60 0.03% 210
2021
Q4 		$185K Buy
+3,268
New +$186K 0.03% 262
2021
Q3 		– Sell
-3,153
Closed -$200K – 221
2021
Q2 		$200K Buy
+3,153
New +$208K 0.03% 210
2020
Q4 		– Sell
-6,544
Closed -$308K – 211
2020
Q3 		$308K Buy
+6,544
New +$294K 0.07% 150

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cornerstone Advisory's DOW Position: Q2 2022 in Review

Cornerstone Advisory sold out of Dow Inc (DOW) in Q2 2022, closing a stake of 3,269 shares — an estimated $208K sold.

Cornerstone Advisory first reported a position in DOW in Q3 2020 and held it in 4 quarters. The position peaked at $308K in Q3 2020. 1,536 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

  • Cornerstone Advisory reported no remaining Dow Inc position as of Q2 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 3,269 Dow Inc shares in Q2 2022, an estimated $208K.
  • Cornerstone Advisory first reported a position in Dow Inc in Q3 2020 and held it in 4 quarters.
  • Cornerstone Advisory's Dow Inc position peaked at $308K in Q3 2020.
  • 1,536 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on Cornerstone Advisory's 13F filing for Q2 2022, filed 2 Aug 2022.