WFA
DOW icon

WMG Financial Advisors’s Dow Inc DOW Stock Holding History

WMG Financial Advisors’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
-4,091
Closed -$211K – 141
2022
Q2 		$211K Buy
4,091
+519
+15% +$33.2K 0.18% 126
2022
Q1 		$228K Hold
3,572
– – 0.17% 148
2021
Q4 		$203K Buy
+3,572
New +$204K 0.16% 168

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

WMG Financial Advisors's DOW Position: Q3 2022 in Review

WMG Financial Advisors sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 4,091 shares — an estimated $211K sold.

WMG Financial Advisors first reported a position in DOW in Q4 2021 and held it in 3 quarters. The position peaked at $228K in Q1 2022. 1,434 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • WMG Financial Advisors reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 4,091 Dow Inc shares in Q3 2022, an estimated $211K.
  • WMG Financial Advisors first reported a position in Dow Inc in Q4 2021 and held it in 3 quarters.
  • WMG Financial Advisors's Dow Inc position peaked at $228K in Q1 2022.
  • 1,434 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on WMG Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.