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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 – 260
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return