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Gibson Wealth Advisors’s Dow Inc DOW Stock Holding History

Gibson Wealth Advisors’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 		$12K Sell
252
-573
-69% -$28K ﹤0.01% 115
2022
Q3 		$36K Sell
825
-230
-22% -$11.7K 0.04% 58
2022
Q2 		$54K Buy
1,055
+1,051
+26,275% +$67.3K 0.06% 42
2022
Q1 		$0 Hold
4
– – ﹤0.01% 122
2021
Q4 		$0 Buy
+4
New +$228 ﹤0.01% 106

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 $3.38T AUM 44.17% 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

Gibson Wealth Advisors's DOW Position: Q4 2022 in Review

Gibson Wealth Advisors reduced its Dow Inc (DOW) stake by 69% in Q4 2022, selling an estimated $28K and leaving 252 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #115.

Gibson Wealth Advisors first reported a position in DOW in Q4 2021 and has held it in 5 quarters since. The position peaked at $54K in Q2 2022. 1,522 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Gibson Wealth Advisors held 252 shares of Dow Inc worth $12K as of Q4 2022.
  • Gibson Wealth Advisors sold 573 Dow Inc shares in Q4 2022, an estimated $28K.
  • Dow Inc made up ﹤0.01% of Gibson Wealth Advisors's portfolio in Q4 2022, its #115 holding.
  • Gibson Wealth Advisors first reported a position in Dow Inc in Q4 2021 and has held it in 5 quarters since.
  • Gibson Wealth Advisors's Dow Inc position peaked at $54K in Q2 2022.
  • 1,522 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.