JWWM
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Johnson & White Wealth Management’s Dow Inc DOW Stock Holding History

Johnson & White Wealth Management’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
-29,170
Closed -$325K – 93
2022
Q4 		$325K Buy
+29,170
New +$1.43M 0.33% 61

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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

Johnson & White Wealth Management's DOW Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 29,170 shares — an estimated $325K sold.

Johnson & White Wealth Management first reported a position in DOW in Q4 2022 and held it in 1 quarter. The position peaked at $325K in Q4 2022. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 29,170 Dow Inc shares in Q1 2023, an estimated $325K.
  • Johnson & White Wealth Management first reported a position in Dow Inc in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Dow Inc position peaked at $325K in Q4 2022.
  • 1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.