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Next Financial Group’s Dow Inc DOW Stock Holding History

Next Financial 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
2021
Q4 		$1.1M Buy
19,408
+6,284
+48% +$358K 0.07% 305
2021
Q3 		$755K Buy
13,124
+4,090
+45% +$250K 0.06% 345
2021
Q2 		$572K Sell
9,034
-6,475
-42% -$428K 0.05% 408
2021
Q1 		$991K Buy
15,509
+1,902
+14% +$114K 0.09% 241
2020
Q4 		$755K Buy
13,607
+6,598
+94% +$341K 0.07% 272
2020
Q3 		$330K Sell
7,009
-373
-5% -$16.8K 0.04% 472
2020
Q2 		$301K Buy
7,382
+780
+12% +$28.6K 0.04% 415
2020
Q1 		$193K Sell
6,602
-114
-2% -$4.85K 0.02% 543
2019
Q4 		$368K Buy
6,716
+939
+16% +$48.5K 0.04% 448
2019
Q3 		$275K Buy
5,777
+2,327
+67% +$109K 0.03% 542
2019
Q2 		$170K Buy
+3,450
New +$182K 0.02% 724

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's DOW Position: Q4 2021 in Review

Next Financial Group increased its Dow Inc (DOW) stake by 48% in Q4 2021, buying an estimated $358K and bringing the position to 19,408 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #305.

Next Financial Group first reported a position in DOW in Q2 2019 and has held it in 11 quarters since. 1,472 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

  • Next Financial Group held 19,408 shares of Dow Inc worth $1.1M as of Q4 2021.
  • Next Financial Group bought 6,284 Dow Inc shares in Q4 2021, an estimated $358K.
  • Dow Inc made up 0.07% of Next Financial Group's portfolio in Q4 2021, its #305 holding.
  • Next Financial Group first reported a position in Dow Inc in Q2 2019 and has held it in 11 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.