Moller Wealth Partners’s Dow Inc DOW Stock Holding History

Moller Wealth Partners’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	-3,900	Closed	-$214K	–	50
2023 Q1	$214K	Buy	+3,900	New	+$219K	0.07%	48
2022 Q3	–	Sell	-3,900	Closed	-$201K	–	48
2022 Q2	$201K	Hold	3,900	–	–	0.07%	48
2022 Q1	$249K	Hold	3,900	–	–	0.08%	45
2021 Q4	$221K	Hold	3,900	–	–	0.07%	48
2021 Q3	$224K	Hold	3,900	–	–	0.07%	44
2021 Q2	$247K	Hold	3,900	–	–	0.08%	43
2021 Q1	$249K	Hold	3,900	–	–	0.09%	43
2020 Q4	$216K	Buy	+3,900	New	+$201K	0.09%	48
2020 Q1	–	Sell	-3,900	Closed	-$213K	–	48
2019 Q4	$213K	Buy	+3,900	New	+$201K	0.09%	48

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

Moller Wealth Partners's DOW Position: Q2 2023 in Review

Moller Wealth Partners sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 3,900 shares — an estimated $214K sold.

Moller Wealth Partners first reported a position in DOW in Q4 2019 and held it in 9 quarters. The position peaked at $249K in Q1 2022. 1,513 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

Moller Wealth Partners reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
Moller Wealth Partners sold 3,900 Dow Inc shares in Q2 2023, an estimated $214K.
Moller Wealth Partners first reported a position in Dow Inc in Q4 2019 and held it in 9 quarters.
Moller Wealth Partners's Dow Inc position peaked at $249K in Q1 2022.
1,513 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Moller Wealth Partners's 13F filing for Q2 2023, filed 17 Jul 2023.