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Financial Advocates Investment Management’s Dow Inc DOW Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-5,074
Closed -$256K – 759
2022
Q4 		$256K Sell
5,074
-2,372
-32% -$116K 0.02% 602
2022
Q3 		$255K Buy
7,446
+1
+0% +$51 0.02% 594
2022
Q2 		$384K Buy
7,445
+487
+7% +$31.2K 0.03% 451
2022
Q1 		$444K Buy
6,958
+1,018
+17% +$61.4K 0.03% 472
2021
Q4 		$337K Sell
5,940
-142
-2% -$8.1K 0.02% 603
2021
Q3 		$350K Buy
6,082
+1,441
+31% +$88.2K 0.02% 569
2021
Q2 		$296K Sell
4,641
-160
-3% -$10.6K 0.02% 619
2021
Q1 		$310K Buy
4,801
+889
+23% +$53.2K 0.02% 595
2020
Q4 		$217K Buy
+3,912
New +$202K 0.01% 659
2019
Q4 		– Sell
-31,301
Closed -$882K – 518
2019
Q3 		$882K Buy
+31,301
New +$1.47M 0.1% 209

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's DOW Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 5,074 shares — an estimated $256K sold.

Financial Advocates Investment Management first reported a position in DOW in Q3 2019 and held it in 10 quarters. The position peaked at $882K in Q3 2019. 1,539 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,074 Dow Inc shares in Q1 2023, an estimated $256K.
  • Financial Advocates Investment Management first reported a position in Dow Inc in Q3 2019 and held it in 10 quarters.
  • Financial Advocates Investment Management's Dow Inc position peaked at $882K in Q3 2019.
  • 1,539 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.