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Gateway Advisory’s Dow Inc DOW Stock Holding History

Gateway Advisory’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
Q4 		– Sell
-77,965
Closed -$3.42M – 76
2022
Q3 		$3.42M Buy
77,965
+10,038
+15% +$509K 0.85% 19
2022
Q2 		$3.51M Sell
67,927
-124
-0.2% -$7.94K 1.49% 16
2022
Q1 		$4.34M Buy
+68,051
New +$4.1M 1.18% 26
2021
Q4 		– Sell
-65,613
Closed -$3.78M – 109
2021
Q3 		$3.78M Sell
65,613
-178
-0.3% -$10.9K 0.79% 32
2021
Q2 		$4.16M Buy
+65,791
New +$4.34M 0.89% 27

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gateway Advisory's DOW Position: Q4 2022 in Review

Gateway Advisory sold out of Dow Inc (DOW) in Q4 2022, closing a stake of 77,965 shares — an estimated $3.42M sold.

Gateway Advisory first reported a position in DOW in Q2 2021 and held it in 5 quarters. The position peaked at $4.34M in Q1 2022. 1,521 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Gateway Advisory reported no remaining Dow Inc position as of Q4 2022 after selling out during the quarter.
  • Gateway Advisory sold 77,965 Dow Inc shares in Q4 2022, an estimated $3.42M.
  • Gateway Advisory first reported a position in Dow Inc in Q2 2021 and held it in 5 quarters.
  • Gateway Advisory's Dow Inc position peaked at $4.34M in Q1 2022.
  • 1,521 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Gateway Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.