Edge Wealth Management’s Dow Inc DOW Stock Holding History

Edge Wealth Management’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 Q1	–	Sell	-500	Closed	-$28K	–	206
2021 Q4	$28K	Hold	500	–	–	0.01%	228
2021 Q3	$29K	Hold	500	–	–	0.01%	227
2021 Q2	$32K	Buy	500 +233	+87%	+$15.4K	0.01%	227
2021 Q1	$17K	Hold	267	–	–	﹤0.01%	281
2020 Q4	$15K	Hold	267	–	–	﹤0.01%	260
2020 Q3	$13K	Hold	267	–	–	﹤0.01%	302
2020 Q2	$11K	Hold	267	–	–	﹤0.01%	450
2020 Q1	$8K	Hold	267	–	–	﹤0.01%	413
2019 Q4	$15K	Hold	267	–	–	﹤0.01%	370
2019 Q3	$12K	Hold	267	–	–	﹤0.01%	389
2019 Q2	$13K	Buy	+267	New	+$14.1K	﹤0.01%	388

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Edge Wealth Management's DOW Position: Q1 2022 in Review

Edge Wealth Management sold out of Dow Inc (DOW) in Q1 2022, closing a stake of 500 shares — an estimated $28K sold.

Edge Wealth Management first reported a position in DOW in Q2 2019 and held it in 11 quarters. The position peaked at $32K in Q2 2021. 1,546 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

Edge Wealth Management reported no remaining Dow Inc position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 500 Dow Inc shares in Q1 2022, an estimated $28K.
Edge Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 11 quarters.
Edge Wealth Management's Dow Inc position peaked at $32K in Q2 2021.
1,546 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.