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Xcel Wealth Management’s Dow Inc DOW Stock Holding History

Xcel 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
2023
Q3 		– Sell
-4,312
Closed -$230K – 114
2023
Q2 		$230K Sell
4,312
-5
-0.1% -$266 0.07% 119
2023
Q1 		$237K Buy
+4,317
New +$243K 0.08% 118
2022
Q2 		– Sell
-6,946
Closed -$443K – 127
2022
Q1 		$443K Buy
6,946
+1,394
+25% +$84.1K 0.12% 100
2021
Q4 		$315K Buy
5,552
+1,701
+44% +$97K 0.08% 124
2021
Q3 		$222K Hold
3,851
– – 0.06% 130
2021
Q2 		$244K Buy
+3,851
New +$254K 0.07% 130

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 $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Xcel Wealth Management's DOW Position: Q3 2023 in Review

Xcel Wealth Management sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 4,312 shares — an estimated $230K sold.

Xcel Wealth Management first reported a position in DOW in Q2 2021 and held it in 6 quarters. The position peaked at $443K in Q1 2022. 1,505 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • Xcel Wealth Management reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • Xcel Wealth Management sold 4,312 Dow Inc shares in Q3 2023, an estimated $230K.
  • Xcel Wealth Management first reported a position in Dow Inc in Q2 2021 and held it in 6 quarters.
  • Xcel Wealth Management's Dow Inc position peaked at $443K in Q1 2022.
  • 1,505 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Xcel Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.