DB Wealth Management Group’s Dow Inc DOW Stock Holding History

DB Wealth 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 Q4	$2.8K	Hold	51	–	–	﹤0.01%	341
2023 Q3	$2.63K	Sell	51 -423	-89%	-$22.7K	﹤0.01%	336
2023 Q2	$25.2K	Hold	474	–	–	0.02%	209
2023 Q1	$26K	Hold	474	–	–	0.02%	205
2022 Q4	$23.9K	Hold	474	–	–	0.02%	210
2022 Q3	$21K	Hold	474	–	–	0.02%	222
2022 Q2	$24K	Hold	474	–	–	0.02%	214
2022 Q1	$30K	Buy	474 +423	+829%	+$25.5K	0.02%	211
2021 Q4	$3K	Hold	51	–	–	﹤0.01%	322
2021 Q3	$3K	Hold	51	–	–	﹤0.01%	311
2021 Q2	$3K	Hold	51	–	–	﹤0.01%	312
2021 Q1	$3K	Hold	51	–	–	﹤0.01%	321
2020 Q4	$3K	Buy	+51	New	+$2.63K	﹤0.01%	320

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

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

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

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

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

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

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

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

DB Wealth Management Group's DOW Position: Q4 2023 in Review

DB Wealth Management Group held its Dow Inc (DOW) position steady in Q4 2023 at 51 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

DB Wealth Management Group first reported a position in DOW in Q4 2020 and has held it in 13 quarters since. The position peaked at $30K in Q1 2022. 1,594 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

DB Wealth Management Group held 51 shares of Dow Inc worth $2.8K as of Q4 2023.
DB Wealth Management Group left its Dow Inc share count unchanged in Q4 2023.
Dow Inc made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #341 holding.
DB Wealth Management Group first reported a position in Dow Inc in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Dow Inc position peaked at $30K in Q1 2022.
1,594 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.