Advisor Resource Council’s Dow Inc DOW Stock Holding History

Advisor Resource Council’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 Q1	–	Sell	-8,294	Closed	-$455K	–	308
2023 Q4	$455K	Buy	+8,294	New	+$424K	0.05%	281
2022 Q3	–	Sell	-10,035	Closed	-$518K	–	239
2022 Q2	$518K	Buy	+10,035	New	+$643K	0.05%	282
2022 Q1	–	Sell	-12,811	Closed	-$727K	–	294
2021 Q4	$727K	Buy	+12,811	New	+$730K	0.06%	276
2021 Q3	–	Sell	-4,623	Closed	-$293K	–	281
2021 Q2	$293K	Buy	+4,623	New	+$305K	0.03%	393

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 $3.38T AUM 44.17% 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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Advisor Resource Council's DOW Position: Q1 2024 in Review

Advisor Resource Council sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 8,294 shares — an estimated $455K sold.

Advisor Resource Council first reported a position in DOW in Q2 2021 and held it in 4 quarters. The position peaked at $727K in Q4 2021. 1,612 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

Advisor Resource Council reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
Advisor Resource Council sold 8,294 Dow Inc shares in Q1 2024, an estimated $455K.
Advisor Resource Council first reported a position in Dow Inc in Q2 2021 and held it in 4 quarters.
Advisor Resource Council's Dow Inc position peaked at $727K in Q4 2021.
1,612 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.