NWM
DOW icon

NEIRG Wealth Management’s Dow Inc DOW Stock Holding History

NEIRG Wealth Management’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
Q3 		– Sell
-69,278
Closed -$3.69M – 30
2023
Q2 		$3.69M Sell
69,278
-13,153
-16% -$699K 0.68% 41
2023
Q1 		$4.52M Buy
82,431
+2,901
+4% +$163K 0.78% 40
2022
Q4 		$4.01M Buy
79,530
+9,042
+13% +$442K 0.75% 40
2022
Q3 		$3.1M Buy
70,488
+12,509
+22% +$634K 0.62% 45
2022
Q2 		$2.99M Buy
57,979
+39,360
+211% +$2.52M 0.65% 43
2022
Q1 		$1.19M Buy
+18,619
New +$1.12M 0.23% 81

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NEIRG Wealth Management's DOW Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 69,278 shares — an estimated $3.69M sold.

NEIRG Wealth Management first reported a position in DOW in Q1 2022 and held it in 6 quarters. The position peaked at $4.52M in Q1 2023. 1,505 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • NEIRG Wealth Management reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 69,278 Dow Inc shares in Q3 2023, an estimated $3.69M.
  • NEIRG Wealth Management first reported a position in Dow Inc in Q1 2022 and held it in 6 quarters.
  • NEIRG Wealth Management's Dow Inc position peaked at $4.52M in Q1 2023.
  • 1,505 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.