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SFMG Wealth Advisors’s Dow Inc DOW Stock Holding History

SFMG 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 		– Sell
-4,545
Closed -$242K – 262
2023
Q2 		$242K Buy
4,545
+179
+4% +$9.51K 0.02% 201
2023
Q1 		$239K Buy
4,366
+9
+0.2% +$506 0.03% 209
2022
Q4 		$220K Sell
4,357
-1,474
-25% -$72K 0.02% 218
2022
Q3 		$255K Buy
5,831
+217
+4% +$11K 0.03% 188
2022
Q2 		$290K Buy
5,614
+500
+10% +$32K 0.03% 183
2022
Q1 		$326K Buy
5,114
+444
+10% +$26.8K 0.03% 190
2021
Q4 		$265K Buy
+4,670
New +$266K 0.03% 219

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SFMG Wealth Advisors's DOW Position: Q3 2023 in Review

SFMG Wealth Advisors sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 4,545 shares — an estimated $242K sold.

SFMG Wealth Advisors first reported a position in DOW in Q4 2021 and held it in 7 quarters. The position peaked at $326K in Q1 2022. 1,506 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • SFMG Wealth Advisors reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • SFMG Wealth Advisors sold 4,545 Dow Inc shares in Q3 2023, an estimated $242K.
  • SFMG Wealth Advisors first reported a position in Dow Inc in Q4 2021 and held it in 7 quarters.
  • SFMG Wealth Advisors's Dow Inc position peaked at $326K in Q1 2022.
  • 1,506 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on SFMG Wealth Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.