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Heritage Wealth Management (Arizona)’s Dow Inc DOW Stock Holding History

Heritage Wealth Management (Arizona)’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 		$78.5K Buy
1,558
+811
+109% +$39.6K 0.01% 443
2022
Q3 		$33K Buy
747
+19
+3% +$963 0.01% 458
2022
Q2 		$37.6K Hold
728
– – 0.01% 462
2022
Q1 		$46K Buy
+728
New +$43.9K 0.01% 485
2021
Q3 		$42K Hold
728
– – 0.01% 473
2021
Q2 		$46K Sell
728
-202
-22% -$13.3K 0.02% 461
2021
Q1 		$59K Buy
+930
New +$55.7K 0.03% 350

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

Heritage Wealth Management (Arizona)'s DOW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Dow Inc (DOW) stake by 109% in Q4 2022, buying an estimated $39.6K and bringing the position to 1,558 shares worth $78.5K. The position accounts for 0.01% of the portfolio, ranked #443.

Heritage Wealth Management (Arizona) first reported a position in DOW in Q1 2021 and has held it in 7 quarters since. 1,522 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,558 shares of Dow Inc worth $78.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 811 Dow Inc shares in Q4 2022, an estimated $39.6K.
  • Dow Inc made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #443 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Dow Inc in Q1 2021 and has held it in 7 quarters since.
  • 1,522 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.