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Goodwin Investment Advisory’s Dow Inc DOW Stock Holding History

Goodwin Investment 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
2023
Q1 		– Sell
-179
Closed -$9.02K – 120
2022
Q4 		$9.02K Hold
179
– – 0.01% 159
2022
Q3 		$8K Buy
+179
New +$9.07K 0.01% 159
2022
Q2 		– Sell
-157
Closed -$10K – 182
2022
Q1 		$10K Buy
+157
New +$9.47K 0.01% 144

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goodwin Investment Advisory's DOW Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 179 shares — an estimated $9.02K sold.

Goodwin Investment Advisory first reported a position in DOW in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 179 Dow Inc shares in Q1 2023, an estimated $9.02K.
  • Goodwin Investment Advisory first reported a position in Dow Inc in Q1 2022 and held it in 3 quarters.
  • Goodwin Investment Advisory's Dow Inc position peaked at $10K in Q1 2022.
  • 1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.