Forvis Mazars Wealth Advisors’s Dow Inc DOW Stock Holding History

Forvis Mazars 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
2023 Q4	–	Sell	-5,871	Closed	-$303K	–	390
2023 Q3	$303K	Sell	5,871 -84	-1%	-$4.51K	0.01%	332
2023 Q2	$317K	Buy	5,955 +85	+1%	+$4.52K	0.01%	352
2023 Q1	$322K	Sell	5,870 -1,041	-15%	-$58.6K	0.01%	324
2022 Q4	$348K	Sell	6,911 -1,044	-13%	-$51K	0.01%	306
2022 Q3	$350K	Buy	7,955 +689	+9%	+$34.9K	0.01%	300
2022 Q2	$375K	Buy	7,266 +1,809	+33%	+$116K	0.02%	289
2022 Q1	$348K	Buy	5,457 +915	+20%	+$55.2K	0.01%	224
2021 Q4	$257K	Buy	4,542 +29	+0.6%	+$1.65K	0.01%	251
2021 Q3	$259K	Buy	4,513 +1,064	+31%	+$65.1K	0.01%	235
2021 Q2	$219K	Sell	3,449 -2,341	-40%	-$155K	0.01%	246
2021 Q1	$370K	Sell	5,790 -1,015	-15%	-$60.7K	0.02%	204
2020 Q4	$378K	Buy	6,805 +1,798	+36%	+$92.8K	0.02%	261
2020 Q3	$236K	Buy	+5,007	New	+$225K	0.01%	289

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

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

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

Dimensional Fund Advisors

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

Capital World Investors

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return