PCA
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Personal Capital Advisors’s Dow Inc DOW Stock Holding History

Personal Capital 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
2022
Q4 		$50.3M Buy
998,506
+3,026
+0.3% +$148K 0.24% 97
2022
Q3 		$43.7M Buy
995,480
+31,231
+3% +$1.58M 0.24% 101
2022
Q2 		$49.8M Buy
964,249
+9,448
+1% +$605K 0.26% 87
2022
Q1 		$60.8M Sell
954,801
-243,051
-20% -$14.7M 0.28% 85
2021
Q4 		$68.1M Buy
1,197,852
+14,149
+1% +$807K 0.31% 75
2021
Q3 		$68.1M Buy
1,183,703
+47,686
+4% +$2.92M 0.34% 66
2021
Q2 		$71.9M Buy
1,136,017
+49,006
+5% +$3.24M 0.37% 59
2021
Q1 		$69.5M Buy
1,087,011
+47,189
+5% +$2.82M 0.4% 50
2020
Q4 		$57.7M Buy
1,039,822
+65,015
+7% +$3.36M 0.37% 59
2020
Q3 		$45.9M Sell
974,807
-9,469
-1% -$425K 0.35% 68
2020
Q2 		$40.1M Buy
984,276
+88,272
+10% +$3.23M 0.33% 76
2020
Q1 		$26.5M Buy
896,004
+157,062
+21% +$6.68M 0.26% 89
2019
Q4 		$40.4M Buy
738,942
+288,405
+64% +$14.9M 0.34% 75
2019
Q3 		$21.5M Buy
450,537
+52,693
+13% +$2.47M 0.2% 106
2019
Q2 		$19.6M Buy
+397,844
New +$21M 0.2% 106

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

Personal Capital Advisors's DOW Position: Q4 2022 in Review

Personal Capital Advisors increased its Dow Inc (DOW) stake by 0.3% in Q4 2022, buying an estimated $148K and bringing the position to 998,506 shares worth $50.3M. The position accounts for 0.24% of the portfolio, ranked #97.

Personal Capital Advisors first reported a position in DOW in Q2 2019 and has held it in 15 quarters since. The position peaked at $71.9M in Q2 2021. 1,521 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Personal Capital Advisors held 998,506 shares of Dow Inc worth $50.3M as of Q4 2022.
  • Personal Capital Advisors bought 3,026 Dow Inc shares in Q4 2022, an estimated $148K.
  • Dow Inc made up 0.24% of Personal Capital Advisors's portfolio in Q4 2022, its #97 holding.
  • Personal Capital Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 15 quarters since.
  • Personal Capital Advisors's Dow Inc position peaked at $71.9M in Q2 2021.
  • 1,521 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.