Ten Capital Wealth Advisors’s Dow Inc DOW Stock Holding History

Ten Capital 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 Q2	–	Sell	-166	Closed	-$9.1K	–	270
2023 Q1	$9.1K	Sell	166 -13	-7%	-$731	﹤0.01%	374
2022 Q4	$9.02K	Buy	179 +13	+8%	+$635	﹤0.01%	319
2022 Q3	$7K	Hold	166	–	–	﹤0.01%	358
2022 Q2	$9K	Hold	166	–	–	﹤0.01%	270
2022 Q1	$11K	Hold	166	–	–	﹤0.01%	278
2021 Q4	$9K	Hold	166	–	–	﹤0.01%	306
2021 Q3	$10K	Hold	166	–	–	﹤0.01%	267
2021 Q2	$11K	Hold	166	–	–	﹤0.01%	306
2021 Q1	$10K	Hold	166	–	–	﹤0.01%	261
2020 Q4	$9K	Buy	+166	New	+$8.57K	﹤0.01%	264

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ten Capital Wealth Advisors's DOW Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 166 shares — an estimated $9.1K sold.

Ten Capital Wealth Advisors first reported a position in DOW in Q4 2020 and held it in 10 quarters. The position peaked at $11K in Q1 2022. 1,513 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 166 Dow Inc shares in Q2 2023, an estimated $9.1K.
Ten Capital Wealth Advisors first reported a position in Dow Inc in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Dow Inc position peaked at $11K in Q1 2022.
1,513 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.