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V Wealth Advisors’s Dow Inc DOW Stock Holding History

V 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 		– Sell
-3,887
Closed -$207K – 173
2023
Q2 		$207K Sell
3,887
-189
-5% -$10K 0.03% 358
2023
Q1 		$223K Buy
+4,076
New +$229K 0.04% 338
2021
Q3 		– Sell
-3,343
Closed -$211K – 548
2021
Q2 		$211K Buy
+3,343
New +$221K 0.03% 445

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

V Wealth Advisors sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 3,887 shares — an estimated $207K sold.

V Wealth Advisors first reported a position in DOW in Q2 2021 and held it in 3 quarters. The position peaked at $223K in Q1 2023. 1,505 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • V Wealth Advisors reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 3,887 Dow Inc shares in Q3 2023, an estimated $207K.
  • V Wealth Advisors first reported a position in Dow Inc in Q2 2021 and held it in 3 quarters.
  • V Wealth Advisors's Dow Inc position peaked at $223K in Q1 2023.
  • 1,505 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.