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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
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

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DOW Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Dow Inc (DOW) stake by 1.2% in Q4 2022, selling an estimated $9.87K and leaving 17,293 shares worth $871K. The position accounts for 0.09% of the portfolio, ranked #247.

Laurel Wealth Advisors (California) first reported a position in DOW in Q2 2019 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2022. 1,521 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Laurel Wealth Advisors (California) held 17,293 shares of Dow Inc worth $871K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 202 Dow Inc shares in Q4 2022, an estimated $9.87K.
  • Dow Inc made up 0.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #247 holding.
  • Laurel Wealth Advisors (California) first reported a position in Dow Inc in Q2 2019 and has held it in 15 quarters since.
  • Laurel Wealth Advisors (California)'s Dow Inc position peaked at $1.08M in Q1 2022.
  • 1,521 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.