M Holdings Securities’s Dow Inc DOW Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-10,277	Closed	-$563K	–	272
2023 Q1	$563K	Buy	+10,277	New	+$578K	0.06%	235

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

M Holdings Securities's DOW Position: Q1 2023 in Review

M Holdings Securities sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 7,468 shares — an estimated $420K sold.

M Holdings Securities first reported a position in DOW in Q1 2021 and held it in 6 quarters. The position peaked at $768K in Q1 2021. 1,539 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

M Holdings Securities reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
M Holdings Securities sold 7,468 Dow Inc shares in Q1 2023, an estimated $420K.
M Holdings Securities first reported a position in Dow Inc in Q1 2021 and held it in 6 quarters.
M Holdings Securities's Dow Inc position peaked at $768K in Q1 2021.
1,539 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.