RWA
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Ropes Wealth Advisors’s Dow Inc DOW Stock Holding History

Ropes Wealth 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
2023
Q3 		$240K Sell
4,660
-3,980
-46% -$214K 0.05% 237
2023
Q2 		$460K Buy
8,640
+930
+12% +$49.4K 0.08% 174
2023
Q1 		$423K Buy
7,710
+1,054
+16% +$59.3K 0.08% 185
2022
Q4 		$335K Buy
6,656
+307
+5% +$15K 0.06% 205
2022
Q3 		$279K Sell
6,349
-76
-1% -$3.85K 0.06% 201
2022
Q2 		$332K Sell
6,425
-461
-7% -$29.5K 0.07% 200
2022
Q1 		$439K Sell
6,886
-88
-1% -$5.31K 0.08% 208
2021
Q4 		$396K Sell
6,974
-3,168
-31% -$181K 0.07% 188
2021
Q3 		$584K Buy
10,142
+1,138
+13% +$69.7K 0.09% 165
2021
Q2 		$570K Sell
9,004
-861
-9% -$56.9K 0.09% 165
2021
Q1 		$676K Buy
9,865
+710
+8% +$42.5K 0.12% 138
2020
Q4 		$508K Sell
9,155
-2,900
-24% -$150K 0.08% 153
2020
Q3 		$567K Sell
12,055
-344
-3% -$15.4K 0.11% 134
2020
Q2 		$505K Buy
12,399
+141
+1% +$5.16K 0.1% 137
2020
Q1 		$358K Sell
12,258
-2,358
-16% -$100K 0.09% 139
2019
Q4 		$800K Sell
14,616
-4,959
-25% -$256K 0.17% 106
2019
Q3 		$933K Buy
19,575
+191
+1% +$8.94K 0.2% 99
2019
Q2 		$956K Buy
+19,384
New +$1.02M 0.2% 92

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return