Wealth Alliance’s Dow Inc DOW Stock Holding History

Wealth Alliance’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
2024 Q4	–	Sell	-4,569	Closed	-$250K	–	507
2024 Q3	$250K	Buy	4,569 +245	+6%	+$12.9K	0.03%	447
2024 Q2	$229K	Buy	4,324 +1	+0%	+$57	0.03%	454
2024 Q1	$250K	Sell	4,323 -479	-10%	-$26.5K	0.03%	444
2023 Q4	$263K	Sell	4,802 -227	-5%	-$11.6K	0.04%	421
2023 Q3	$259K	Sell	5,029 -167	-3%	-$8.96K	0.04%	389
2023 Q2	$277K	Buy	5,196 +109	+2%	+$5.79K	0.04%	397
2023 Q1	$279K	Buy	5,087 +5	+0.1%	+$281	0.05%	386
2022 Q4	$256K	Buy	5,082 +350	+7%	+$17.1K	0.05%	388
2022 Q3	$208K	Sell	4,732 -183	-4%	-$9.28K	0.04%	415
2022 Q2	$254K	Buy	4,915 +178	+4%	+$11.4K	0.05%	367
2022 Q1	$302K	Buy	4,737 +194	+4%	+$11.7K	0.06%	324
2021 Q4	$258K	Buy	4,543 +442	+11%	+$25.2K	0.05%	363
2021 Q3	$236K	Sell	4,101 -131	-3%	-$8.02K	0.05%	370
2021 Q2	$268K	Buy	4,232 +589	+16%	+$38.9K	0.06%	352
2021 Q1	$233K	Sell	3,643 -678	-16%	-$40.6K	0.07%	348
2020 Q4	$240K	Buy	+4,321	New	+$223K	0.07%	327

Other funds holding DOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Pzena Investment Management

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

Geode Capital Management

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return