Western Pacific Wealth Management’s Dow Inc DOW Stock Holding History

Western Pacific Wealth Management’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	-248	Closed	-$13.5K	–	227
2024 Q3	$13.5K	Hold	248	–	–	0.01%	200
2024 Q2	$13.2K	Hold	248	–	–	0.01%	178
2024 Q1	$14.4K	Hold	248	–	–	0.01%	182
2023 Q4	$13.6K	Hold	248	–	–	0.01%	186
2023 Q3	$12.8K	Hold	248	–	–	0.01%	189
2023 Q2	$13.2K	Hold	248	–	–	0.01%	195
2023 Q1	$13.6K	Hold	248	–	–	0.01%	197
2022 Q4	$12.5K	Hold	248	–	–	0.01%	189
2022 Q3	$10K	Hold	248	–	–	0.01%	196
2022 Q2	$12K	Hold	248	–	–	0.01%	141
2022 Q1	$15K	Hold	248	–	–	0.01%	154
2021 Q4	$14K	Buy	+248	New	+$14.1K	0.01%	163

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

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