CWA Asset Management Group’s Dow Inc DOW Stock Holding History

CWA Asset Management 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 Q2	–	Sell	-3,900	Closed	-$214K	–	362
2023 Q1	$214K	Buy	+3,900	New	+$219K	0.02%	296
2022 Q2	–	Sell	-3,693	Closed	-$235K	–	309
2022 Q1	$235K	Buy	+3,693	New	+$223K	0.02%	265
2021 Q2	–	Sell	-4,095	Closed	-$262K	–	276
2021 Q1	$262K	Buy	4,095 +236	+6%	+$14.1K	0.02%	227
2020 Q4	$214K	Buy	+3,859	New	+$199K	0.02%	245
2020 Q3	–	Sell	-6,853	Closed	-$279K	–	233
2020 Q2	$279K	Sell	6,853 -1,024	-13%	-$37.5K	0.05%	168
2020 Q1	$230K	Buy	7,877 +827	+12%	+$35.2K	0.04%	192
2019 Q4	$386K	Buy	7,050 +985	+16%	+$50.9K	0.06%	156
2019 Q3	$289K	Sell	6,065 -191	-3%	-$8.94K	0.05%	168
2019 Q2	$308K	Buy	+6,256	New	+$330K	0.05%	167

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return