Lenox Wealth Advisors’s Dow Inc DOW Stock Holding History

Lenox Wealth Advisors’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 Q1	$1K	Buy	20 +10	+100%	+$603	﹤0.01%	699
2021 Q4	$1K	Sell	10 -55	-85%	-$3.14K	﹤0.01%	825
2021 Q3	$4K	Buy	65 +5	+8%	+$306	﹤0.01%	577
2021 Q2	$4K	Sell	60 -235	-80%	-$15.5K	﹤0.01%	582
2021 Q1	$19K	Buy	295 +290	+5,800%	+$17.4K	﹤0.01%	319
2020 Q4	$0	Buy	+5	New	+$258	﹤0.01%	624
2020 Q3	–	Sell	-205	Closed	-$8K	–	582
2020 Q2	$8K	Buy	205 +172	+521%	+$6.3K	﹤0.01%	399
2020 Q1	$1K	Sell	33 -6	-15%	-$255	﹤0.01%	670
2019 Q4	$2K	Buy	+39	New	+$2.02K	﹤0.01%	591
2019 Q3	–	Sell	-814	Closed	-$40K	–	623
2019 Q2	$40K	Buy	+814	New	+$43K	0.01%	156

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's DOW Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Dow Inc (DOW) stake by 100% in Q1 2022, buying an estimated $603 and bringing the position to 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Lenox Wealth Advisors first reported a position in DOW in Q2 2019 and has held it in 10 quarters since. The position peaked at $40K in Q2 2019. 1,546 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

Lenox Wealth Advisors held 20 shares of Dow Inc worth $1K as of Q1 2022.
Lenox Wealth Advisors bought 10 Dow Inc shares in Q1 2022, an estimated $603.
Dow Inc made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #699 holding.
Lenox Wealth Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 10 quarters since.
Lenox Wealth Advisors's Dow Inc position peaked at $40K in Q2 2019.
1,546 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.