9WM
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9258 Wealth Management’s Dow Inc DOW Stock Holding History

9258 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
Q3 		$252K Sell
4,611
-610
-12% -$32.2K 0.04% 301
2024
Q2 		$277K Buy
5,221
+4
+0.1% +$229 0.04% 277
2024
Q1 		$302K Sell
5,217
-12
-0.2% -$663 0.05% 270
2023
Q4 		$287K Sell
5,229
-103
-2% -$5.26K 0.05% 260
2023
Q3 		$275K Buy
5,332
+41
+0.8% +$2.2K 0.05% 261
2023
Q2 		$282K Sell
5,291
-173
-3% -$9.2K 0.05% 262
2023
Q1 		$300K Buy
5,464
+157
+3% +$8.83K 0.06% 252
2022
Q4 		$267K Buy
5,307
+6
+0.1% +$293 0.06% 262
2022
Q3 		$233K Sell
5,301
-27
-0.5% -$1.37K 0.06% 282
2022
Q2 		$275K Buy
5,328
+177
+3% +$11.3K 0.07% 266
2022
Q1 		$328K Sell
5,151
-258
-5% -$15.6K 0.08% 259
2021
Q4 		$307K Buy
5,409
+139
+3% +$7.92K 0.07% 281
2021
Q3 		$303K Buy
5,270
+507
+11% +$31K 0.08% 258
2021
Q2 		$301K Sell
4,763
-137
-3% -$9.05K 0.08% 261
2021
Q1 		$313K Buy
4,900
+1,295
+36% +$77.5K 0.09% 236
2020
Q4 		$200K Buy
+3,605
New +$186K 0.07% 290

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's DOW Position: Q3 2024 in Review

9258 Wealth Management reduced its Dow Inc (DOW) stake by 12% in Q3 2024, selling an estimated $32.2K and leaving 4,611 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #301.

9258 Wealth Management first reported a position in DOW in Q4 2020 and has held it in 16 quarters since. The position peaked at $328K in Q1 2022. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • 9258 Wealth Management held 4,611 shares of Dow Inc worth $252K as of Q3 2024.
  • 9258 Wealth Management sold 610 Dow Inc shares in Q3 2024, an estimated $32.2K.
  • Dow Inc made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #301 holding.
  • 9258 Wealth Management first reported a position in Dow Inc in Q4 2020 and has held it in 16 quarters since.
  • 9258 Wealth Management's Dow Inc position peaked at $328K in Q1 2022.
  • 1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.