Aaron Wealth Advisors’s Dow Inc DOW Stock Holding History

Aaron Wealth 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
2024 Q3	–	Sell	-7,480	Closed	-$397K	–	430
2024 Q2	$397K	Sell	7,480 -287	-4%	-$16.4K	0.06%	196
2024 Q1	$450K	Buy	7,767 +495	+7%	+$27.4K	0.06%	164
2023 Q4	$399K	Buy	7,272 +11	+0.2%	+$562	0.07%	156
2023 Q3	$374K	Sell	7,261 -38,954	-84%	-$2.09M	0.05%	174
2023 Q2	$2.46M	Buy	46,215 +19,003	+70%	+$1.01M	0.32%	51
2023 Q1	$1.49M	Buy	27,212 +52	+0.2%	+$2.93K	0.21%	76
2022 Q4	$1.37M	Buy	+27,160	New	+$1.33M	0.2%	79
2022 Q2	–	Sell	-2,001	Closed	-$128K	–	371
2022 Q1	$128K	Buy	+2,001	New	+$121K	0.03%	236

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Aaron Wealth Advisors's DOW Position: Q3 2024 in Review

Aaron Wealth Advisors sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 7,480 shares — an estimated $397K sold.

Aaron Wealth Advisors first reported a position in DOW in Q1 2022 and held it in 8 quarters. The position peaked at $2.46M in Q2 2023. 1,493 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Aaron Wealth Advisors reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Aaron Wealth Advisors sold 7,480 Dow Inc shares in Q3 2024, an estimated $397K.
Aaron Wealth Advisors first reported a position in Dow Inc in Q1 2022 and held it in 8 quarters.
Aaron Wealth Advisors's Dow Inc position peaked at $2.46M in Q2 2023.
1,493 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Aaron Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.