Journey Advisory Group’s Dow Inc DOW Stock Holding History

Journey Advisory Group’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	–	Sell	-5,489	Closed	-$241K	–	226
2022 Q3	$241K	Sell	5,489 -1,429	-21%	-$72.5K	0.06%	209
2022 Q2	$363K	Buy	+6,918	New	+$443K	0.08%	184

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Journey Advisory Group's DOW Position: Q4 2022 in Review

Journey Advisory Group sold out of Dow Inc (DOW) in Q4 2022, closing a stake of 5,489 shares — an estimated $241K sold.

Journey Advisory Group first reported a position in DOW in Q2 2022 and held it in 2 quarters. The position peaked at $363K in Q2 2022. 1,522 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

Journey Advisory Group reported no remaining Dow Inc position as of Q4 2022 after selling out during the quarter.
Journey Advisory Group sold 5,489 Dow Inc shares in Q4 2022, an estimated $241K.
Journey Advisory Group first reported a position in Dow Inc in Q2 2022 and held it in 2 quarters.
Journey Advisory Group's Dow Inc position peaked at $363K in Q2 2022.
1,522 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Journey Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.