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SNS Financial Group’s Dow Inc DOW Stock Holding History

SNS Financial Group’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
Q1 		– Sell
-3,982
Closed -$201K – 191
2022
Q4 		$201K Buy
+3,982
New +$195K 0.03% 184
2022
Q2 		– Sell
-3,612
Closed -$230K – 207
2022
Q1 		$230K Buy
+3,612
New +$218K 0.03% 184
2021
Q4 		– Sell
-3,517
Closed -$202K – 247
2021
Q3 		$202K Sell
3,517
-52
-1% -$3.18K 0.02% 201
2021
Q2 		$226K Sell
3,569
-22
-0.6% -$1.45K 0.03% 186
2021
Q1 		$230K Sell
3,591
-162
-4% -$9.7K 0.03% 181
2020
Q4 		$208K Buy
+3,753
New +$194K 0.03% 185

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 $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SNS Financial Group's DOW Position: Q1 2023 in Review

SNS Financial Group sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 3,982 shares — an estimated $201K sold.

SNS Financial Group first reported a position in DOW in Q4 2020 and held it in 6 quarters. The position peaked at $230K in Q1 2022. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • SNS Financial Group reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
  • SNS Financial Group sold 3,982 Dow Inc shares in Q1 2023, an estimated $201K.
  • SNS Financial Group first reported a position in Dow Inc in Q4 2020 and held it in 6 quarters.
  • SNS Financial Group's Dow Inc position peaked at $230K in Q1 2022.
  • 1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on SNS Financial Group's 13F filing for Q1 2023, filed 28 Apr 2023.