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Piershale Financial Group’s Dow Inc DOW Stock Holding History

Piershale 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
2023
Q2 		$2.04K Hold
38
– – ﹤0.01% 222
2023
Q1 		$2.07K Buy
38
+1
+3% +$56 ﹤0.01% 237
2022
Q4 		$1.88K Buy
+37
New +$1.81K ﹤0.01% 251

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Piershale Financial Group's DOW Position: Q2 2023 in Review

Piershale Financial Group held its Dow Inc (DOW) position steady in Q2 2023 at 38 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Piershale Financial Group first reported a position in DOW in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.07K in Q1 2023. 1,513 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • Piershale Financial Group held 38 shares of Dow Inc worth $2.04K as of Q2 2023.
  • Piershale Financial Group left its Dow Inc share count unchanged in Q2 2023.
  • Dow Inc made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #222 holding.
  • Piershale Financial Group first reported a position in Dow Inc in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Dow Inc position peaked at $2.07K in Q1 2023.
  • 1,513 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.