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Measured Wealth Private Client Group’s Dow Inc DOW Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-6,482
Closed -$285K – 168
2022
Q3 		$285K Sell
6,482
-335
-5% -$17K 0.13% 108
2022
Q2 		$352K Buy
+6,817
New +$437K 0.16% 98

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

Measured Wealth Private Client Group's DOW Position: Q4 2022 in Review

Measured Wealth Private Client Group sold out of Dow Inc (DOW) in Q4 2022, closing a stake of 6,482 shares — an estimated $285K sold.

Measured Wealth Private Client Group first reported a position in DOW in Q2 2022 and held it in 2 quarters. The position peaked at $352K in Q2 2022. 1,521 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Measured Wealth Private Client Group reported no remaining Dow Inc position as of Q4 2022 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 6,482 Dow Inc shares in Q4 2022, an estimated $285K.
  • Measured Wealth Private Client Group first reported a position in Dow Inc in Q2 2022 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Dow Inc position peaked at $352K in Q2 2022.
  • 1,521 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2022, filed 23 Jan 2023.