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Kathleen S. Wright Associates’s Dow Inc DOW Stock Holding History

Kathleen S. Wright Associates’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
-452
Closed -$23K – 176
2022
Q4 		$23K Hold
452
– – 0.02% 133
2022
Q3 		$20K Buy
+452
New +$22.9K 0.02% 130

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
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

Kathleen S. Wright Associates's DOW Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 452 shares — an estimated $23K sold.

Kathleen S. Wright Associates first reported a position in DOW in Q3 2022 and held it in 2 quarters. The position peaked at $23K in Q4 2022. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 452 Dow Inc shares in Q1 2023, an estimated $23K.
  • Kathleen S. Wright Associates first reported a position in Dow Inc in Q3 2022 and held it in 2 quarters.
  • Kathleen S. Wright Associates's Dow Inc position peaked at $23K in Q4 2022.
  • 1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.