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Selective Wealth Management’s Dow Inc DOW Stock Holding History

Selective 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
2022
Q4 		– Sell
-500
Closed -$22K – 259
2022
Q3 		$22K Sell
500
-336
-40% -$17K 0.01% 410
2022
Q2 		$43K Hold
836
– – 0.02% 345
2022
Q1 		$53K Hold
836
– – 0.02% 289
2021
Q4 		$47K Hold
836
– – 0.02% 276
2021
Q3 		$48K Sell
836
-185
-18% -$11.3K 0.03% 258
2021
Q2 		$65K Buy
1,021
+271
+36% +$17.9K 0.05% 160
2021
Q1 		$48K Buy
750
+308
+70% +$18.4K 0.04% 131
2020
Q4 		$25K Hold
442
– – 0.02% 158
2020
Q3 		$21K Hold
442
– – 0.02% 153
2020
Q2 		$18K Buy
+442
New +$16.2K 0.01% 186

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Selective Wealth Management's DOW Position: Q4 2022 in Review

Selective Wealth Management sold out of Dow Inc (DOW) in Q4 2022, closing a stake of 500 shares — an estimated $22K sold.

Selective Wealth Management first reported a position in DOW in Q2 2020 and held it in 10 quarters. The position peaked at $65K in Q2 2021. 1,521 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Selective Wealth Management reported no remaining Dow Inc position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 500 Dow Inc shares in Q4 2022, an estimated $22K.
  • Selective Wealth Management first reported a position in Dow Inc in Q2 2020 and held it in 10 quarters.
  • Selective Wealth Management's Dow Inc position peaked at $65K in Q2 2021.
  • 1,521 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.