Wealth Management Associates’s Dow Inc DOW Stock Holding History

Wealth Management Associates’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	-4,395	Closed	-$241K	–	193
2023 Q1	$241K	Buy	+4,395	New	+$247K	0.15%	161

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 $3.38T AUM 44.17% 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

Wealth Management Associates's DOW Position: Q2 2023 in Review

Wealth Management Associates sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 4,395 shares — an estimated $241K sold.

Wealth Management Associates first reported a position in DOW in Q1 2023 and held it in 1 quarter. The position peaked at $241K in Q1 2023. 1,514 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

Wealth Management Associates reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
Wealth Management Associates sold 4,395 Dow Inc shares in Q2 2023, an estimated $241K.
Wealth Management Associates first reported a position in Dow Inc in Q1 2023 and held it in 1 quarter.
Wealth Management Associates's Dow Inc position peaked at $241K in Q1 2023.
1,514 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Wealth Management Associates's 13F filing for Q2 2023, filed 28 May 2025.