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CWS Financial Advisors’s Dow Inc DOW Stock Holding History

CWS Financial 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
2024
Q1 		– Sell
-9,349
Closed -$513K – 122
2023
Q4 		$513K Sell
9,349
-766
-8% -$39.1K 0.19% 78
2023
Q3 		$522K Sell
10,115
-1,896
-16% -$102K 0.21% 76
2023
Q2 		$640K Sell
12,011
-1,371
-10% -$72.9K 0.24% 64
2023
Q1 		$734K Buy
13,382
+1,951
+17% +$110K 0.29% 57
2022
Q4 		$731K Sell
11,431
-817
-7% -$39.9K 0.32% 57
2022
Q3 		$538K Buy
12,248
+130
+1% +$6.59K 0.26% 68
2022
Q2 		$625K Sell
12,118
-723
-6% -$46.3K 0.29% 64
2022
Q1 		$818K Buy
12,841
+832
+7% +$50.2K 0.31% 56
2021
Q4 		$681K Buy
+12,009
New +$685K 0.24% 69
2021
Q2 		$724K Buy
11,436
+5
+0% +$330 0.29% 61
2021
Q1 		$731K Buy
11,431
+167
+1% +$9.99K 0.32% 57
2020
Q4 		$625K Sell
11,264
-122
-1% -$6.3K 0.36% 57
2020
Q3 		$536K Buy
11,386
+400
+4% +$18K 0.36% 59
2020
Q2 		$448K Buy
10,986
+1,369
+14% +$50.1K 0.32% 67
2020
Q1 		$526K Hold
9,617
– – 0.39% 55
2019
Q4 		$526K Buy
+9,617
New +$497K 0.38% 56

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CWS Financial Advisors's DOW Position: Q1 2024 in Review

CWS Financial Advisors sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 9,349 shares — an estimated $513K sold.

CWS Financial Advisors first reported a position in DOW in Q4 2019 and held it in 16 quarters. The position peaked at $818K in Q1 2022. 1,612 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • CWS Financial Advisors reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
  • CWS Financial Advisors sold 9,349 Dow Inc shares in Q1 2024, an estimated $513K.
  • CWS Financial Advisors first reported a position in Dow Inc in Q4 2019 and held it in 16 quarters.
  • CWS Financial Advisors's Dow Inc position peaked at $818K in Q1 2022.
  • 1,612 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.