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 $5.7T AUM 30.48% 1-Year Est. Return

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 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 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return