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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return