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Opal Wealth Advisors’s Dow Inc DOW Stock Holding History

Opal Wealth Advisors’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
2024
Q3 		– Sell
-295
Closed -$15.7K – 456
2024
Q2 		$15.7K Buy
+295
New +$16.9K 0.01% 573
2023
Q4 		– Sell
-5,393
Closed -$278K – 171
2023
Q3 		$278K Buy
5,393
+46
+0.9% +$2.47K 0.16% 107
2023
Q2 		$285K Sell
5,347
-268
-5% -$14.2K 0.14% 104
2023
Q1 		$308K Buy
5,615
+1,272
+29% +$71.6K 0.18% 70
2022
Q4 		$219K Buy
+4,343
New +$212K 0.12% 111
2022
Q3 		– Sell
-4,455
Closed -$230K – 105
2022
Q2 		$230K Buy
+4,455
New +$285K 0.15% 94

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM