Ritholtz Wealth Management’s Dow Inc DOW Stock Holding History

Ritholtz Wealth Management’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 Q4	–	Sell	-12,097	Closed	-$661K	–	867
2024 Q3	$661K	Sell	12,097 -3,387	-22%	-$179K	0.02%	488
2024 Q2	$821K	Sell	15,484 -5,046	-25%	-$288K	0.03%	400
2024 Q1	$1.19M	Sell	20,530 -276	-1%	-$15.3K	0.04%	313
2023 Q4	$1.14M	Buy	20,806 +671	+3%	+$34.3K	0.04%	281
2023 Q3	$1.04M	Sell	20,135 -1,707	-8%	-$91.6K	0.05%	269
2023 Q2	$1.16M	Buy	21,842 +2,680	+14%	+$142K	0.05%	232
2023 Q1	$1.05M	Buy	19,162 +6,013	+46%	+$338K	0.05%	251
2022 Q4	$663K	Sell	13,149 -145	-1%	-$7.08K	0.04%	312
2022 Q3	$584K	Buy	13,294 +2,876	+28%	+$146K	0.03%	360
2022 Q2	$538K	Buy	10,418 +2,191	+27%	+$140K	0.03%	303
2022 Q1	$524K	Buy	+8,227	New	+$496K	0.04%	296

Other funds holding DOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return