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

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

Capital World Investors

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

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

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

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

Dimensional Fund Advisors

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return