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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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DOW Position: Q4 2023 in Review

Forvis Mazars Wealth Advisors sold out of Dow Inc (DOW) in Q4 2023, closing a stake of 5,871 shares — an estimated $303K sold.

Forvis Mazars Wealth Advisors first reported a position in DOW in Q3 2020 and held it in 13 quarters. The position peaked at $378K in Q4 2020. 1,596 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • Forvis Mazars Wealth Advisors reported no remaining Dow Inc position as of Q4 2023 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,871 Dow Inc shares in Q4 2023, an estimated $303K.
  • Forvis Mazars Wealth Advisors first reported a position in Dow Inc in Q3 2020 and held it in 13 quarters.
  • Forvis Mazars Wealth Advisors's Dow Inc position peaked at $378K in Q4 2020.
  • 1,596 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.