Frontier Wealth Management’s Dow Inc DOW Stock Holding History

Frontier 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
2022 Q2	$426K	Sell	8,256 -71	-0.9%	-$4.55K	0.03%	258
2022 Q1	$527K	Sell	8,327 -562	-6%	-$33.9K	0.01%	242
2021 Q4	$504K	Buy	8,889 +266	+3%	+$15.2K	0.03%	265
2021 Q3	$496K	Sell	8,623 -175	-2%	-$10.7K	0.03%	269
2021 Q2	$557K	Buy	8,798 +230	+3%	+$15.2K	0.04%	251
2021 Q1	$548K	Sell	8,568 -672	-7%	-$40.2K	0.04%	232
2020 Q4	$513K	Sell	9,240 -355	-4%	-$18.3K	0.04%	227
2020 Q3	$451K	Hold	9,595	–	–	0.04%	233
2020 Q2	$391K	Buy	9,595 +861	+10%	+$31.5K	0.04%	239
2020 Q1	$255K	Buy	8,734 +4,938	+130%	+$210K	0.04%	237
2019 Q4	$208K	Sell	3,796 -1,630	-30%	-$84.2K	0.03%	280
2019 Q3	$259K	Sell	5,426 -6,204	-53%	-$290K	0.04%	261
2019 Q2	$573K	Buy	+11,630	New	+$614K	0.08%	175

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Frontier Wealth Management's DOW Position: Q2 2022 in Review

Frontier Wealth Management reduced its Dow Inc (DOW) stake by 0.85% in Q2 2022, selling an estimated $4.55K and leaving 8,256 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #258.

Frontier Wealth Management first reported a position in DOW in Q2 2019 and has held it in 13 quarters since. The position peaked at $573K in Q2 2019. 1,536 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

Frontier Wealth Management held 8,256 shares of Dow Inc worth $426K as of Q2 2022.
Frontier Wealth Management sold 71 Dow Inc shares in Q2 2022, an estimated $4.55K.
Dow Inc made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #258 holding.
Frontier Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 13 quarters since.
Frontier Wealth Management's Dow Inc position peaked at $573K in Q2 2019.
1,536 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.