FOCUS Wealth Advisors’s Dow Inc DOW Stock Holding History

FOCUS Wealth Advisors’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 Q4	–	Sell	-34,752	Closed	-$1.9M	–	59
2024 Q3	$1.9M	Sell	34,752 -112	-0.3%	-$5.91K	0.95%	27
2024 Q2	$1.85M	Buy	34,864 +1,926	+6%	+$110K	0.95%	29
2024 Q1	$1.91M	Buy	32,938 +4,997	+18%	+$276K	1.02%	27
2023 Q4	$1.53M	Buy	27,941 +2,945	+12%	+$150K	0.97%	30
2023 Q3	$1.29M	Sell	24,996 -28	-0.1%	-$1.5K	0.89%	33
2023 Q2	$1.33M	Sell	25,024 -1,776	-7%	-$94.4K	0.9%	32
2023 Q1	$1.47M	Buy	26,800 +936	+4%	+$52.7K	0.96%	31
2022 Q4	$1.3M	Sell	25,864 -98	-0.4%	-$4.79K	0.9%	32
2022 Q3	$1.14M	Sell	25,962 -66	-0.3%	-$3.35K	0.81%	33
2022 Q2	$1.34M	Buy	26,028 +106	+0.4%	+$6.79K	0.92%	29
2022 Q1	$1.65M	Buy	25,922 +696	+3%	+$42K	0.98%	25
2021 Q4	$1.43M	Buy	25,226 +1,551	+7%	+$88.4K	0.86%	27
2021 Q3	$1.36M	Buy	23,675 +1,774	+8%	+$109K	0.92%	27
2021 Q2	$1.39M	Buy	21,901 +734	+3%	+$48.5K	0.97%	27
2021 Q1	$1.37M	Sell	21,167 -154	-0.7%	-$9.22K	1.01%	25
2020 Q4	$1.18M	Buy	+21,321	New	+$1.1M	0.91%	27

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return