Tempus Wealth Planning’s Dow Inc DOW Stock Holding History

Tempus Wealth Planning’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	–	Sell	-4,438	Closed	-$236K	–	175
2023 Q2	$236K	Buy	4,438 +638	+17%	+$33.9K	0.11%	165
2023 Q1	$208K	Buy	+3,800	New	+$214K	0.1%	165

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tempus Wealth Planning's DOW Position: Q3 2023 in Review

Tempus Wealth Planning sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 4,438 shares — an estimated $236K sold.

Tempus Wealth Planning first reported a position in DOW in Q1 2023 and held it in 2 quarters. The position peaked at $236K in Q2 2023. 1,505 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

Tempus Wealth Planning reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
Tempus Wealth Planning sold 4,438 Dow Inc shares in Q3 2023, an estimated $236K.
Tempus Wealth Planning first reported a position in Dow Inc in Q1 2023 and held it in 2 quarters.
Tempus Wealth Planning's Dow Inc position peaked at $236K in Q2 2023.
1,505 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Tempus Wealth Planning's 13F filing for Q3 2023, filed 1 Nov 2023.