Jupiter Wealth Management’s Dow Inc DOW Stock Holding History

Jupiter 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
2022 Q4	–	Sell	-10,000	Closed	-$439K	–	58
2022 Q3	$439K	Hold	10,000	–	–	0.44%	45
2022 Q2	$516K	Hold	10,000	–	–	0.47%	40
2022 Q1	$637K	Hold	10,000	–	–	0.4%	51
2021 Q4	$567K	Sell	10,000 -5,000	-33%	-$285K	0.29%	58
2021 Q3	$881K	Hold	15,000	–	–	0.42%	54
2021 Q2	$930K	Hold	15,000	–	–	0.45%	49
2021 Q1	$960K	Buy	15,000 +5,000	+50%	+$299K	0.49%	45
2020 Q4	$555K	Buy	+10,000	New	+$516K	0.34%	46
2019 Q3	–	Sell	-93,472	Closed	-$4.82M	–	82
2019 Q2	$4.82M	Buy	+93,472	New	+$4.93M	2.39%	17

Other funds holding DOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return