Polaris Wealth Advisory Group’s Dow Inc DOW Stock Holding History

Polaris Wealth Advisory 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 Q3	$6.32M	Sell	122,607 -7,645	-6%	-$410K	0.48%	71
2023 Q2	$6.94M	Buy	130,252 +861	+0.7%	+$45.8K	0.53%	68
2023 Q1	$7.09M	Sell	129,391 -3,643	-3%	-$205K	0.52%	64
2022 Q4	$7.66M	Buy	+133,034	New	+$6.5M	0.57%	56
2022 Q3	–	Sell	-479,510	Closed	-$24.7M	–	163
2022 Q2	$24.7M	Buy	479,510 +372,348	+347%	+$23.8M	1.98%	22
2022 Q1	$6.56M	Buy	+107,162	New	+$6.46M	0.44%	67

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polaris Wealth Advisory Group's DOW Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Dow Inc (DOW) stake by 5.9% in Q3 2023, selling an estimated $410K and leaving 122,607 shares worth $6.32M. The position accounts for 0.48% of the portfolio, ranked #71.

Polaris Wealth Advisory Group first reported a position in DOW in Q1 2022 and has held it in 6 quarters since. The position peaked at $24.7M in Q2 2022. 1,505 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

Polaris Wealth Advisory Group held 122,607 shares of Dow Inc worth $6.32M as of Q3 2023.
Polaris Wealth Advisory Group sold 7,645 Dow Inc shares in Q3 2023, an estimated $410K.
Dow Inc made up 0.48% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #71 holding.
Polaris Wealth Advisory Group first reported a position in Dow Inc in Q1 2022 and has held it in 6 quarters since.
Polaris Wealth Advisory Group's Dow Inc position peaked at $24.7M in Q2 2022.
1,505 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.