Safeguard Financial’s Dow Inc DOW Stock Holding History

Safeguard Financial’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	–	Sell	-439	Closed	-$23K	–	192
2023 Q2	$23K	Buy	+439	New	+$23.3K	0.01%	247

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Safeguard Financial's DOW Position: Q3 2023 in Review

Safeguard Financial sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 439 shares — an estimated $23K sold.

Safeguard Financial first reported a position in DOW in Q2 2023 and held it in 1 quarter. The position peaked at $23K in Q2 2023. 1,503 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

Safeguard Financial reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 439 Dow Inc shares in Q3 2023, an estimated $23K.
Safeguard Financial first reported a position in Dow Inc in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Dow Inc position peaked at $23K in Q2 2023.
1,503 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.