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Graves Light Lenhart Wealth’s Dow Inc DOW Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-2,052
Closed -$106K – 283
2022
Q2 		$106K Sell
2,052
-185
-8% -$11.8K 0.02% 225
2022
Q1 		$143K Buy
2,237
+1
+0% +$60 0.02% 211
2021
Q4 		$127K Buy
2,236
+2
+0.1% +$114 0.02% 255
2021
Q3 		$129K Buy
2,234
+77
+4% +$4.71K 0.02% 233
2021
Q2 		$136K Sell
2,157
-11
-0.5% -$726 0.02% 228
2021
Q1 		$139K Buy
2,168
+225
+12% +$13.5K 0.02% 219
2020
Q4 		$108K Buy
+1,943
New +$100K 0.02% 249

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
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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Graves Light Lenhart Wealth's DOW Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 2,052 shares — an estimated $106K sold.

Graves Light Lenhart Wealth first reported a position in DOW in Q4 2020 and held it in 7 quarters. The position peaked at $143K in Q1 2022. 1,434 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 2,052 Dow Inc shares in Q3 2022, an estimated $106K.
  • Graves Light Lenhart Wealth first reported a position in Dow Inc in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Dow Inc position peaked at $143K in Q1 2022.
  • 1,434 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.