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Phocas Financial Corp’s Dow Inc DOW Stock Holding History

Phocas Financial Corp’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
Q1 		– Sell
-1,286
Closed -$64.8K – 225
2022
Q4 		$64.8K Buy
+1,286
New +$62.8K 0.01% 228
2019
Q3 		– Sell
-1,932
Closed -$95K – 223
2019
Q2 		$95K Buy
+1,932
New +$102K 0.01% 218

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Phocas Financial Corp's DOW Position: Q1 2023 in Review

Phocas Financial Corp sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 1,286 shares — an estimated $64.8K sold.

Phocas Financial Corp first reported a position in DOW in Q2 2019 and held it in 2 quarters. The position peaked at $95K in Q2 2019. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Phocas Financial Corp reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 1,286 Dow Inc shares in Q1 2023, an estimated $64.8K.
  • Phocas Financial Corp first reported a position in Dow Inc in Q2 2019 and held it in 2 quarters.
  • Phocas Financial Corp's Dow Inc position peaked at $95K in Q2 2019.
  • 1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.