WAAG
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Wealth Alliance Advisory Group’s Dow Inc DOW Stock Holding History

Wealth Alliance Advisory Group’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
2022
Q3 		– Sell
-3,962
Closed -$204K – 159
2022
Q2 		$204K Buy
3,962
+582
+17% +$37.3K 0.1% 131
2022
Q1 		$215K Buy
+3,380
New +$204K 0.09% 139

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealth Alliance Advisory Group's DOW Position: Q3 2022 in Review

Wealth Alliance Advisory Group sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 3,962 shares — an estimated $204K sold.

Wealth Alliance Advisory Group first reported a position in DOW in Q1 2022 and held it in 2 quarters. The position peaked at $215K in Q1 2022. 1,434 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Wealth Alliance Advisory Group reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 3,962 Dow Inc shares in Q3 2022, an estimated $204K.
  • Wealth Alliance Advisory Group first reported a position in Dow Inc in Q1 2022 and held it in 2 quarters.
  • Wealth Alliance Advisory Group's Dow Inc position peaked at $215K in Q1 2022.
  • 1,434 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2022, filed 12 Oct 2022.