WealthPLAN Partners’s Dow Inc DOW Stock Holding History

WealthPLAN Partners’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	-1,412	Closed	-$75.2K	–	509
2023 Q2	$75.2K	Buy	1,412 +200	+17%	+$10.6K	0.01%	440
2023 Q1	$66.4K	Sell	1,212 -9,799	-89%	-$551K	0.01%	505
2022 Q4	$658K	Buy	+11,011	New	+$538K	0.05%	218
2022 Q1	$626K	Sell	9,411 -187	-2%	-$11.3K	0.04%	224
2021 Q4	$573K	Sell	9,598 -44	-0.5%	-$2.51K	0.04%	239
2021 Q3	$529K	Buy	9,642 +330	+4%	+$20.2K	0.04%	247
2021 Q2	$598K	Buy	9,312 +1,612	+21%	+$106K	0.04%	208
2021 Q1	$510K	Buy	7,700 +211	+3%	+$12.6K	0.04%	226
2020 Q4	$422K	Buy	7,489 +224	+3%	+$11.6K	0.04%	236
2020 Q3	$371K	Sell	7,265 -1,045	-13%	-$46.9K	0.04%	227
2020 Q2	$369K	Sell	8,310 -146	-2%	-$5.34K	0.04%	213
2020 Q1	$283K	Buy	+8,456	New	+$359K	0.04%	204
2019 Q4	–	Sell	-3,765	Closed	-$202K	–	252
2019 Q3	$202K	Buy	+3,765	New	+$176K	0.03%	224

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

JP Morgan Chase

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return