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Souders Financial Advisors’s Dow Inc DOW Stock Holding History

Souders Financial 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
Q2 		– Sell
-9,264
Closed -$508K – 149
2023
Q1 		$508K Buy
9,264
+678
+8% +$38.1K 0.11% 112
2022
Q4 		$433K Buy
8,586
+110
+1% +$5.37K 0.1% 120
2022
Q3 		$372K Sell
8,476
-4,336
-34% -$220K 0.1% 122
2022
Q2 		$661K Buy
12,812
+2,610
+26% +$167K 0.19% 89
2022
Q1 		$650K Buy
10,202
+4,206
+70% +$254K 0.19% 98
2021
Q4 		$340K Buy
5,996
+512
+9% +$29.2K 0.1% 113
2021
Q3 		$316K Sell
5,484
-1,805
-25% -$110K 0.1% 108
2021
Q2 		$461K Buy
7,289
+436
+6% +$28.8K 0.16% 102
2021
Q1 		$438K Buy
+6,853
New +$410K 0.17% 91

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
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

Souders Financial Advisors's DOW Position: Q2 2023 in Review

Souders Financial Advisors sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 9,264 shares — an estimated $508K sold.

Souders Financial Advisors first reported a position in DOW in Q1 2021 and held it in 9 quarters. The position peaked at $661K in Q2 2022. 1,514 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • Souders Financial Advisors reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
  • Souders Financial Advisors sold 9,264 Dow Inc shares in Q2 2023, an estimated $508K.
  • Souders Financial Advisors first reported a position in Dow Inc in Q1 2021 and held it in 9 quarters.
  • Souders Financial Advisors's Dow Inc position peaked at $661K in Q2 2022.
  • 1,514 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Souders Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.