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Veritable’s Dow Inc DOW Stock Holding History

Veritable’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
-55,039
Closed -$2.93M – 224
2023
Q2 		$2.93M Sell
55,039
-516
-0.9% -$27.4K 0.05% 181
2023
Q1 		$3.05M Sell
55,555
-233
-0.4% -$13.1K 0.05% 179
2022
Q4 		$2.81M Sell
55,788
-1,318
-2% -$64.4K 0.05% 182
2022
Q3 		$2.51M Sell
57,106
-5
-0% -$254 0.05% 180
2022
Q2 		$2.95M Buy
57,111
+459
+0.8% +$29.4K 0.05% 174
2022
Q1 		$3.61M Buy
56,652
+995
+2% +$60K 0.06% 177
2021
Q4 		$3.16M Buy
55,657
+750
+1% +$42.8K 0.05% 184
2021
Q3 		$3.16M Buy
54,907
+376
+0.7% +$23K 0.05% 178
2021
Q2 		$3.45M Buy
54,531
+293
+0.5% +$19.3K 0.06% 168
2021
Q1 		$3.47M Sell
54,238
-692
-1% -$41.4K 0.06% 160
2020
Q4 		$3.05M Sell
54,930
-1,980
-3% -$102K 0.06% 163
2020
Q3 		$2.68M Sell
56,910
-523
-0.9% -$23.5K 0.05% 164
2020
Q2 		$2.34M Sell
57,433
-2,999
-5% -$110K 0.05% 167
2020
Q1 		$1.77M Sell
60,432
-1,114
-2% -$47.4K 0.04% 201
2019
Q4 		$3.37M Sell
61,546
-4,433
-7% -$229K 0.06% 166
2019
Q3 		$3.14M Sell
65,979
-2,699
-4% -$126K 0.06% 161
2019
Q2 		$3.39M Buy
+68,678
New +$3.63M 0.07% 156

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JP Morgan Chase
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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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return