FFA
DOW icon

Freedman Financial Associates’s Dow Inc DOW Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-537
Closed -$34K – 104
2022
Q1 		$34K Hold
537
– – 0.02% 246
2021
Q4 		$30K Hold
537
– – 0.02% 260
2021
Q3 		$31K Hold
537
– – 0.02% 248
2021
Q2 		$34K Buy
537
+7
+1% +$462 0.03% 234
2021
Q1 		$34K Sell
530
-7
-1% -$419 0.03% 243
2020
Q4 		$30K Buy
+537
New +$27.7K 0.03% 249

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Freedman Financial Associates's DOW Position: Q2 2022 in Review

Freedman Financial Associates sold out of Dow Inc (DOW) in Q2 2022, closing a stake of 537 shares — an estimated $34K sold.

Freedman Financial Associates first reported a position in DOW in Q4 2020 and held it in 6 quarters. The position peaked at $34K in Q1 2022. 1,535 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

  • Freedman Financial Associates reported no remaining Dow Inc position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 537 Dow Inc shares in Q2 2022, an estimated $34K.
  • Freedman Financial Associates first reported a position in Dow Inc in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Dow Inc position peaked at $34K in Q1 2022.
  • 1,535 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.