Focused Wealth Management’s Dow Inc DOW Stock Holding History

Focused 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 Q1	–	Sell	-244	Closed	-$13.4K	–	390
2023 Q4	$13.4K	Buy	244 +1	+0.4%	+$51	﹤0.01%	500
2023 Q3	$12.5K	Hold	243	–	–	﹤0.01%	487
2023 Q2	$12.9K	Sell	243 -49	-17%	-$2.6K	﹤0.01%	501
2023 Q1	$16K	Buy	292 +50	+21%	+$2.81K	﹤0.01%	472
2022 Q4	$12.2K	Buy	242 +1	+0.4%	+$49	﹤0.01%	501
2022 Q3	$11K	Hold	241	–	–	﹤0.01%	474
2022 Q2	$12K	Sell	241 -135	-36%	-$8.65K	﹤0.01%	478
2022 Q1	$24K	Buy	376 +5	+1%	+$302	﹤0.01%	413
2021 Q4	$21K	Buy	371 +26	+8%	+$1.48K	﹤0.01%	486
2021 Q3	$20K	Sell	345 -100	-22%	-$6.12K	﹤0.01%	509
2021 Q2	$28K	Hold	445	–	–	﹤0.01%	455
2021 Q1	$28K	Hold	445	–	–	0.01%	448
2020 Q4	$25K	Buy	445 +1	+0.2%	+$52	﹤0.01%	427
2020 Q3	$21K	Sell	444 -23	-5%	-$1.03K	﹤0.01%	406
2020 Q2	$19K	Buy	467 +30	+7%	+$1.1K	﹤0.01%	412
2020 Q1	$13K	Buy	437 +167	+62%	+$7.1K	﹤0.01%	423
2019 Q4	$15K	Buy	270 +24	+10%	+$1.24K	﹤0.01%	448
2019 Q3	$12K	Sell	246 -325	-57%	-$15.2K	﹤0.01%	458
2019 Q2	$28K	Buy	+571	New	+$30.1K	0.01%	379

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return