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Taylor Hoffman Wealth Management’s Dow Inc DOW Stock Holding History

Taylor Hoffman Wealth Management’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
Q2 		– Sell
-3,186
Closed -$203K – 133
2022
Q1 		$203K Buy
+3,186
New +$192K 0.08% 130
2021
Q2 		– Sell
-3,186
Closed -$204K – 132
2021
Q1 		$204K Buy
+3,186
New +$191K 0.09% 120
2020
Q3 		– Sell
-3,485
Closed -$142K – 183
2020
Q2 		$142K Buy
+3,485
New +$128K 0.09% 132
2020
Q1 		– Sell
-3,988
Closed -$218K – 186
2019
Q4 		$218K Sell
3,988
-9
-0.2% -$465 0.14% 117
2019
Q3 		$190K Hold
3,997
– – 0.14% 121
2019
Q2 		$197K Buy
+3,997
New +$211K 0.16% 117

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Taylor Hoffman Wealth Management's DOW Position: Q2 2022 in Review

Taylor Hoffman Wealth Management sold out of Dow Inc (DOW) in Q2 2022, closing a stake of 3,186 shares — an estimated $203K sold.

Taylor Hoffman Wealth Management first reported a position in DOW in Q2 2019 and held it in 6 quarters. The position peaked at $218K in Q4 2019. 1,536 funds tracked by Wall St. Rank hold DOW as of Q2 2022.

  • Taylor Hoffman Wealth Management reported no remaining Dow Inc position as of Q2 2022 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 3,186 Dow Inc shares in Q2 2022, an estimated $203K.
  • Taylor Hoffman Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 6 quarters.
  • Taylor Hoffman Wealth Management's Dow Inc position peaked at $218K in Q4 2019.
  • 1,536 funds tracked by Wall St. Rank held Dow Inc as of Q2 2022.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.