YorkBridge Wealth Partners’s Dow Inc DOW Stock Holding History

YorkBridge Wealth 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
2022 Q4	$204K	Buy	+4,043	New	+$198K	0.05%	248
2022 Q3	–	Sell	-4,043	Closed	-$209K	–	280
2022 Q2	$209K	Hold	4,043	–	–	0.05%	265
2022 Q1	$258K	Hold	4,043	–	–	0.06%	259
2021 Q4	$229K	Hold	4,043	–	–	0.05%	263
2021 Q3	$233K	Hold	4,043	–	–	0.06%	241
2021 Q2	$256K	Hold	4,043	–	–	0.07%	227
2021 Q1	$259K	Hold	4,043	–	–	0.08%	215
2020 Q4	$224K	Buy	+4,043	New	+$209K	0.08%	191
2020 Q1	–	Sell	-4,817	Closed	-$264K	–	167
2019 Q4	$264K	Sell	4,817 -143	-3%	-$7.39K	0.12%	153
2019 Q3	$236K	Sell	4,960 -1,529	-24%	-$71.6K	0.12%	158
2019 Q2	$320K	Buy	+6,489	New	+$343K	0.14%	133

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

YorkBridge Wealth Partners's DOW Position: Q4 2022 in Review

YorkBridge Wealth Partners opened a new position in Dow Inc (DOW) in Q4 2022: 4,043 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #248 among its holdings. This is a return to the name: YorkBridge Wealth Partners previously reported a position in DOW as recently as Q2 2022.

YorkBridge Wealth Partners first reported a position in DOW in Q2 2019 and has held it in 11 quarters since. The position peaked at $320K in Q2 2019. 1,521 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

YorkBridge Wealth Partners held 4,043 shares of Dow Inc worth $204K as of Q4 2022.
Dow Inc was a new YorkBridge Wealth Partners position in Q4 2022.
Dow Inc made up 0.05% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #248 holding.
YorkBridge Wealth Partners first reported a position in Dow Inc in Q2 2019 and has held it in 11 quarters since.
YorkBridge Wealth Partners's Dow Inc position peaked at $320K in Q2 2019.
1,521 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.