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Abich Financial Wealth Management’s Dow Inc DOW Stock Holding History

Abich Financial 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 		$2.08K Sell
38
-2,781
-99% -$147K ﹤0.01% 343
2024
Q2 		$150K Buy
2,819
+469
+20% +$26.8K 0.1% 70
2024
Q1 		$136K Buy
2,350
+765
+48% +$42.3K 0.11% 56
2023
Q4 		$86.9K Buy
+1,585
New +$81K 0.08% 55

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

Abich Financial Wealth Management's DOW Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Dow Inc (DOW) stake by 99% in Q3 2024, selling an estimated $147K and leaving 38 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Abich Financial Wealth Management first reported a position in DOW in Q4 2023 and has held it in 4 quarters since. The position peaked at $150K in Q2 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Abich Financial Wealth Management held 38 shares of Dow Inc worth $2.08K as of Q3 2024.
  • Abich Financial Wealth Management sold 2,781 Dow Inc shares in Q3 2024, an estimated $147K.
  • Dow Inc made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #343 holding.
  • Abich Financial Wealth Management first reported a position in Dow Inc in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Dow Inc position peaked at $150K in Q2 2024.
  • 1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.