FourThought Financial’s Dow Inc DOW Stock Holding History

FourThought Financial’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
2022 Q3	$148K	Sell	3,360 -315	-9%	-$16K	0.02%	350
2022 Q2	$190K	Sell	3,675 -11	-0.3%	-$704	0.03%	319
2022 Q1	$234K	Buy	3,686 +482	+15%	+$29.1K	0.03%	311
2021 Q4	$182K	Sell	3,204 -173	-5%	-$9.86K	0.02%	358
2021 Q3	$194K	Hold	3,377	–	–	0.03%	342
2021 Q2	$213K	Sell	3,377 -1	-0%	-$66	0.03%	339
2021 Q1	$216K	Sell	3,378 -1,249	-27%	-$74.7K	0.03%	337
2020 Q4	$256K	Buy	+4,627	New	+$239K	0.04%	297

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FourThought Financial's DOW Position: Q3 2022 in Review

FourThought Financial reduced its Dow Inc (DOW) stake by 8.6% in Q3 2022, selling an estimated $16K and leaving 3,360 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #350.

FourThought Financial first reported a position in DOW in Q4 2020 and has held it in 8 quarters since. The position peaked at $256K in Q4 2020. 1,433 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

FourThought Financial held 3,360 shares of Dow Inc worth $148K as of Q3 2022.
FourThought Financial sold 315 Dow Inc shares in Q3 2022, an estimated $16K.
Dow Inc made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #350 holding.
FourThought Financial first reported a position in Dow Inc in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Dow Inc position peaked at $256K in Q4 2020.
1,433 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.