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Finer Wealth Management’s Dow Inc DOW Stock Holding History

Finer 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
2024
Q2 		– Sell
-3,496
Closed -$203K – 76
2024
Q1 		$203K Sell
3,496
-418
-11% -$23.1K 0.13% 76
2023
Q4 		$215K Sell
3,914
-120
-3% -$6.13K 0.16% 77
2023
Q3 		$208K Sell
4,034
-387
-9% -$20.8K 0.17% 79
2023
Q2 		$235K Sell
4,421
-327
-7% -$17.4K 0.18% 77
2023
Q1 		$260K Sell
4,748
-93
-2% -$5.23K 0.22% 72
2022
Q4 		$244K Sell
4,841
-4,928
-50% -$241K 0.23% 72
2022
Q3 		$429K Sell
9,769
-29
-0.3% -$1.47K 0.42% 54
2022
Q2 		$505K Buy
9,798
+4,744
+94% +$304K 0.46% 48
2022
Q1 		$322K Sell
5,054
-377
-7% -$22.7K 0.26% 68
2021
Q4 		$308K Buy
+5,431
New +$310K 0.26% 69

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return