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Summit Financial Wealth Advisors’s Dow Inc DOW Stock Holding History

Summit Financial 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
2022
Q4 		– Sell
-4,864
Closed -$232K – 129
2022
Q3 		$232K Sell
4,864
-438
-8% -$22.2K 0.07% 110
2022
Q2 		$273K Sell
5,302
-283
-5% -$18.1K 0.07% 109
2022
Q1 		$356K Buy
5,585
+250
+5% +$15.1K 0.07% 100
2021
Q4 		$312K Hold
5,335
– – 0.06% 104
2021
Q3 		$307K Sell
5,335
-45
-0.8% -$2.75K 0.07% 99
2021
Q2 		$340K Buy
+5,380
New +$355K 0.08% 94
2019
Q3 		– Sell
-96,260
Closed -$4.75M – 146
2019
Q2 		$4.75M Buy
+96,260
New +$5.08M 1.16% 23

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

Summit Financial Wealth Advisors's DOW Position: Q4 2022 in Review

Summit Financial Wealth Advisors sold out of Dow Inc (DOW) in Q4 2022, closing a stake of 4,864 shares — an estimated $232K sold.

Summit Financial Wealth Advisors first reported a position in DOW in Q2 2019 and held it in 7 quarters. The position peaked at $4.75M in Q2 2019. 1,521 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Summit Financial Wealth Advisors reported no remaining Dow Inc position as of Q4 2022 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 4,864 Dow Inc shares in Q4 2022, an estimated $232K.
  • Summit Financial Wealth Advisors first reported a position in Dow Inc in Q2 2019 and held it in 7 quarters.
  • Summit Financial Wealth Advisors's Dow Inc position peaked at $4.75M in Q2 2019.
  • 1,521 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.