Acima Private Wealth’s Dow Inc DOW Stock Holding History

Acima Private Wealth’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
2025 Q1	–	Sell	-852	Closed	-$34.2K	–	182
2024 Q4	$34.2K	Hold	852	–	–	0.01%	158
2024 Q3	$46.5K	Hold	852	–	–	0.02%	154
2024 Q2	$45.2K	Hold	852	–	–	0.02%	153
2024 Q1	$49.4K	Hold	852	–	–	0.02%	156
2023 Q4	$46.7K	Hold	852	–	–	0.02%	164
2023 Q3	$43.9K	Hold	852	–	–	0.02%	165
2023 Q2	$45.4K	Hold	852	–	–	0.02%	171
2023 Q1	$46.7K	Hold	852	–	–	0.02%	169
2022 Q4	$42.9K	Hold	852	–	–	0.02%	162
2022 Q3	$37.4K	Hold	852	–	–	0.02%	165
2022 Q2	$44K	Hold	852	–	–	0.02%	162
2022 Q1	$54K	Hold	852	–	–	0.02%	163
2021 Q4	$48K	Hold	852	–	–	0.02%	172
2021 Q3	$49K	Hold	852	–	–	0.02%	165
2021 Q2	$54K	Hold	852	–	–	0.02%	162
2021 Q1	$54K	Hold	852	–	–	0.03%	161
2020 Q4	$47K	Hold	852	–	–	0.02%	160
2020 Q3	$40K	Sell	852 -16	-2%	-$719	0.02%	159
2020 Q2	$35K	Hold	868	–	–	0.02%	172
2020 Q1	$25K	Hold	868	–	–	0.02%	192
2019 Q4	$48K	Sell	868 -103	-11%	-$5.32K	0.03%	189
2019 Q3	$46K	Buy	971 +103	+12%	+$4.82K	0.04%	191
2019 Q2	$43K	Buy	+868	New	+$45.8K	0.03%	186

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Acima Private Wealth's DOW Position: Q1 2025 in Review

Acima Private Wealth sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 852 shares — an estimated $34.2K sold.

Acima Private Wealth first reported a position in DOW in Q2 2019 and held it in 23 quarters. The position peaked at $54K in Q1 2022. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

Acima Private Wealth reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
Acima Private Wealth sold 852 Dow Inc shares in Q1 2025, an estimated $34.2K.
Acima Private Wealth first reported a position in Dow Inc in Q2 2019 and held it in 23 quarters.
Acima Private Wealth's Dow Inc position peaked at $54K in Q1 2022.
1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Acima Private Wealth's 13F filing for Q1 2025, filed 9 May 2025.