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Sutton Wealth Advisors’s Dow Inc DOW Stock Holding History

Sutton 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 		$284K Sell
5,516
-68
-1% -$3.65K 0.14% 90
2023
Q2 		$297K Sell
5,584
-4
-0.1% -$213 0.14% 85
2023
Q1 		$306K Sell
5,588
-1,332
-19% -$74.9K 0.16% 82
2022
Q4 		$349K Buy
6,920
+372
+6% +$18.2K 0.13% 120
2022
Q3 		$288K Buy
6,548
+2,445
+60% +$124K 0.12% 132
2022
Q2 		$212K Buy
4,103
+926
+29% +$59.3K 0.08% 159
2022
Q1 		$202K Buy
3,177
+937
+42% +$56.5K 0.07% 180
2021
Q4 		$127K Sell
2,240
-65
-3% -$3.71K 0.04% 227
2021
Q3 		$133K Sell
2,305
-139
-6% -$8.51K 0.05% 218
2021
Q2 		$155K Hold
2,444
– – 0.06% 205
2021
Q1 		$156K Buy
2,444
+126
+5% +$7.54K 0.06% 196
2020
Q4 		$129K Buy
2,318
+72
+3% +$3.72K 0.05% 205
2020
Q3 		$106K Buy
2,246
+56
+3% +$2.52K 0.05% 207
2020
Q2 		$89.3K Buy
2,190
+27
+1% +$988 0.05% 218
2020
Q1 		$63.2K Sell
2,163
-973
-31% -$41.4K 0.04% 234
2019
Q4 		$172K Buy
3,136
+97
+3% +$5.01K 0.09% 166
2019
Q3 		$145K Buy
3,039
+966
+47% +$45.2K 0.08% 176
2019
Q2 		$102K Buy
+2,073
New +$109K 0.06% 207

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sutton Wealth Advisors reduced its Dow Inc (DOW) stake by 1.2% in Q3 2023, selling an estimated $3.65K and leaving 5,516 shares worth $284K. The position accounts for 0.14% of the portfolio, ranked #90.

Sutton Wealth Advisors first reported a position in DOW in Q2 2019 and has held it in 18 quarters since. The position peaked at $349K in Q4 2022. 1,504 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • Sutton Wealth Advisors held 5,516 shares of Dow Inc worth $284K as of Q3 2023.
  • Sutton Wealth Advisors sold 68 Dow Inc shares in Q3 2023, an estimated $3.65K.
  • Dow Inc made up 0.14% of Sutton Wealth Advisors's portfolio in Q3 2023, its #90 holding.
  • Sutton Wealth Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 18 quarters since.
  • Sutton Wealth Advisors's Dow Inc position peaked at $349K in Q4 2022.
  • 1,504 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.