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EPG Wealth Management’s Dow Inc DOW Stock Holding History

EPG 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
2023
Q3 		– Sell
-3,787
Closed -$202K – 429
2023
Q2 		$202K Buy
3,787
+30
+0.8% +$1.59K 0.06% 233
2023
Q1 		$206K Buy
+3,757
New +$211K 0.07% 230
2022
Q2 		– Sell
-4,076
Closed -$260K – 241
2022
Q1 		$260K Buy
4,076
+185
+5% +$11.2K 0.09% 194
2021
Q4 		$221K Buy
3,891
+183
+5% +$10.4K 0.08% 215
2021
Q3 		$213K Buy
3,708
+32
+0.9% +$1.96K 0.09% 200
2021
Q2 		$233K Buy
3,676
+27
+0.7% +$1.78K 0.1% 181
2021
Q1 		$233K Buy
3,649
+30
+0.8% +$1.79K 0.11% 164
2020
Q4 		$201K Buy
+3,619
New +$187K 0.12% 152
2020
Q2 		– Sell
-55
Closed -$2K – 289
2020
Q1 		$2K Sell
55
-7
-11% -$298 ﹤0.01% 688
2019
Q4 		$3K Buy
+62
New +$3.2K ﹤0.01% 561

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EPG Wealth Management's DOW Position: Q3 2023 in Review

EPG Wealth Management sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 3,787 shares — an estimated $202K sold.

EPG Wealth Management first reported a position in DOW in Q4 2019 and held it in 10 quarters. The position peaked at $260K in Q1 2022. 1,506 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • EPG Wealth Management reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • EPG Wealth Management sold 3,787 Dow Inc shares in Q3 2023, an estimated $202K.
  • EPG Wealth Management first reported a position in Dow Inc in Q4 2019 and held it in 10 quarters.
  • EPG Wealth Management's Dow Inc position peaked at $260K in Q1 2022.
  • 1,506 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on EPG Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.