XWM
DOW icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return