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Emerson Wealth’s Dow Inc DOW Stock Holding History

Emerson Wealth’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
Q2 		$10K Buy
194
+2
+1% +$128 0.01% 53
2022
Q1 		$12K Buy
192
+3
+2% +$181 0.01% 54
2021
Q4 		$11K Buy
+189
New +$10.8K 0.01% 44

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Emerson Wealth's DOW Position: Q2 2022 in Review

Emerson Wealth increased its Dow Inc (DOW) stake by 1% in Q2 2022, buying an estimated $128 and bringing the position to 194 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #53.

Emerson Wealth first reported a position in DOW in Q4 2021 and has held it in 3 quarters since. The position peaked at $12K in Q1 2022. 1,535 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

  • Emerson Wealth held 194 shares of Dow Inc worth $10K as of Q2 2022.
  • Emerson Wealth bought 2 Dow Inc shares in Q2 2022, an estimated $128.
  • Dow Inc made up 0.01% of Emerson Wealth's portfolio in Q2 2022, its #53 holding.
  • Emerson Wealth first reported a position in Dow Inc in Q4 2021 and has held it in 3 quarters since.
  • Emerson Wealth's Dow Inc position peaked at $12K in Q1 2022.
  • 1,535 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.