Fiduciary Alliance’s Dow Inc DOW Stock Holding History

Fiduciary Alliance’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	-687	Closed	-$36.6K	–	369
2023 Q2	$36.6K	Buy	+687	New	+$36.5K	0.01%	348
2023 Q1	–	Sell	-683	Closed	-$34.4K	–	337
2022 Q4	$34.4K	Buy	+683	New	+$33.4K	0.01%	256

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiduciary Alliance's DOW Position: Q3 2023 in Review

Fiduciary Alliance sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 687 shares — an estimated $36.6K sold.

Fiduciary Alliance first reported a position in DOW in Q4 2022 and held it in 2 quarters. The position peaked at $36.6K in Q2 2023. 1,505 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

Fiduciary Alliance reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 687 Dow Inc shares in Q3 2023, an estimated $36.6K.
Fiduciary Alliance first reported a position in Dow Inc in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Dow Inc position peaked at $36.6K in Q2 2023.
1,505 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.