Ellevest Inc’s Dow Inc DOW Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-1,084	Closed	-$59.4K	–	694
2023 Q1	$59.4K	Buy	1,084 +14	+1%	+$788	﹤0.01%	553
2022 Q4	$53.9K	Buy	1,070 +177	+20%	+$8.65K	﹤0.01%	587
2022 Q3	$39K	Buy	893 +11	+1%	+$558	﹤0.01%	645
2022 Q2	$45K	Buy	882 +11	+1%	+$704	﹤0.01%	588
2022 Q1	$56K	Buy	871 +10	+1%	+$603	﹤0.01%	502
2021 Q4	$49K	Buy	861 +11	+1%	+$627	﹤0.01%	516
2021 Q3	$49K	Buy	850 +10	+1%	+$612	﹤0.01%	488
2021 Q2	$53K	Sell	840 -46	-5%	-$3.04K	0.01%	469
2021 Q1	$57K	Sell	886 -440	-33%	-$26.3K	0.01%	434
2020 Q4	$74K	Buy	1,326 +389	+42%	+$20.1K	0.01%	375
2020 Q3	$44K	Sell	937 -82	-8%	-$3.68K	0.01%	399
2020 Q2	$42K	Sell	1,019 -608	-37%	-$22.3K	0.01%	379
2020 Q1	$48K	Buy	1,627 +38	+2%	+$1.61K	0.01%	234
2019 Q4	$87K	Buy	1,589 +549	+53%	+$28.4K	0.02%	118
2019 Q3	$50K	Sell	1,040 -138	-12%	-$6.46K	0.02%	120
2019 Q2	$58K	Buy	+1,178	New	+$62.2K	0.02%	106

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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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Pzena Investment Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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