GWS
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Glassman Wealth Services’s Dow Inc DOW Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-1,215
Closed -$66.6K – 661
2023
Q4 		$66.6K Sell
1,215
-126
-9% -$6.44K 0.01% 386
2023
Q3 		$69.1K Buy
1,341
+215
+19% +$11.5K 0.01% 344
2023
Q2 		$60K Buy
1,126
+64
+6% +$3.4K 0.01% 360
2023
Q1 		$58.2K Buy
1,062
+71
+7% +$4K 0.01% 378
2022
Q4 		$49.9K Sell
991
-90
-8% -$4.4K 0.01% 424
2022
Q3 		$47K Sell
1,081
-135
-11% -$6.84K 0.01% 401
2022
Q2 		$63K Buy
1,216
+219
+22% +$14K 0.01% 343
2022
Q1 		$64K Buy
997
+132
+15% +$7.96K 0.01% 346
2021
Q4 		$49K Buy
865
+71
+9% +$4.05K 0.01% 377
2021
Q3 		$46K Buy
794
+104
+15% +$6.37K 0.01% 383
2021
Q2 		$44K Buy
690
+18
+3% +$1.19K 0.01% 384
2021
Q1 		$43K Buy
672
+43
+7% +$2.57K 0.01% 353
2020
Q4 		$35K Buy
629
+21
+3% +$1.08K 0.01% 396
2020
Q3 		$29K Buy
608
+142
+30% +$6.38K 0.01% 377
2020
Q2 		$19K Buy
466
+97
+26% +$3.55K 0.01% 386
2020
Q1 		$11K Sell
369
-199
-35% -$8.46K ﹤0.01% 417
2019
Q4 		$31K Buy
568
+54
+11% +$2.79K 0.01% 320
2019
Q3 		$24K Sell
514
-75
-13% -$3.51K 0.01% 332
2019
Q2 		$29K Buy
+589
New +$31.1K 0.01% 318

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return