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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

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