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LWAC
Laurel Wealth Advisors (California)’s
Dow Inc
DOW
Stock Holding History
Laurel Wealth Advisors (California)’s Portfolio
DOW Stock Details
DOW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$871K
Sell
17,293
-202
-1%
-$9.87K
0.09%
247
2022
Q3
$769K
Buy
17,495
+94
+0.5%
+$4.77K
0.08%
263
2022
Q2
$898K
Buy
17,401
+414
+2%
+$26.5K
0.09%
233
2022
Q1
$1.08M
Sell
16,987
-1,647
-9%
-$99.3K
0.09%
231
2021
Q4
$1.06M
Buy
18,634
+3,359
+22%
+$192K
0.08%
240
2021
Q3
$879K
Sell
15,275
-270
-2%
-$16.5K
0.16%
153
2021
Q2
$983K
Buy
15,545
+919
+6%
+$60.7K
0.13%
174
2021
Q1
$936K
Sell
14,626
-1,529
-9%
-$91.5K
0.14%
166
2020
Q4
$897K
Sell
16,155
-1,228
-7%
-$63.4K
0.13%
170
2020
Q3
$817K
Buy
17,383
+503
+3%
+$22.6K
0.14%
167
2020
Q2
$688K
Sell
16,880
-396
-2%
-$14.5K
0.13%
174
2020
Q1
$505K
Buy
17,276
+4,410
+34%
+$187K
0.12%
200
2019
Q4
$704K
Buy
12,866
+2,568
+25%
+$133K
0.12%
197
2019
Q3
$490K
Buy
10,298
+1,611
+19%
+$75.4K
0.08%
253
2019
Q2
$428K
Buy
+8,687
New
+$459K
0.09%
235
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1-Year Est. Return
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$733B AUM
35.63%
1-Year Est. Return
AWA
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$1.33B AUM
25.12%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Pzena Investment Management
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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