Waldron Private Wealth’s Dow Inc DOW Stock Holding History

Waldron Private Wealth’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	-3,710	Closed	-$203K	–	392
2023 Q1	$203K	Buy	+3,710	New	+$209K	0.01%	393

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waldron Private Wealth's DOW Position: Q2 2023 in Review

Waldron Private Wealth sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 3,710 shares — an estimated $203K sold.

Waldron Private Wealth first reported a position in DOW in Q1 2023 and held it in 1 quarter. The position peaked at $203K in Q1 2023. 1,515 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

Waldron Private Wealth reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
Waldron Private Wealth sold 3,710 Dow Inc shares in Q2 2023, an estimated $203K.
Waldron Private Wealth first reported a position in Dow Inc in Q1 2023 and held it in 1 quarter.
Waldron Private Wealth's Dow Inc position peaked at $203K in Q1 2023.
1,515 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Waldron Private Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.