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Affinity Wealth Management’s Dow Inc DOW Stock Holding History

Affinity 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
Q4 		– Sell
-5,383
Closed -$294K – 101
2024
Q3 		$294K Sell
5,383
-8
-0.1% -$422 0.05% 87
2024
Q2 		$286K Sell
5,391
-107
-2% -$6.11K 0.05% 83
2024
Q1 		$318K Hold
5,498
– – 0.06% 82
2023
Q4 		$302K Buy
5,498
+185
+3% +$9.45K 0.06% 78
2023
Q3 		$274K Buy
5,313
+475
+10% +$25.5K 0.06% 80
2023
Q2 		$258K Buy
4,838
+94
+2% +$5K 0.06% 88
2023
Q1 		$260K Hold
4,744
– – 0.06% 94
2022
Q4 		$239K Buy
4,744
+192
+4% +$9.38K 0.06% 89
2022
Q3 		$200K Sell
4,552
-722
-14% -$36.6K 0.05% 92
2022
Q2 		$268K Sell
5,274
-107
-2% -$6.85K 0.06% 81
2022
Q1 		$350K Buy
5,381
+1,651
+44% +$99.6K 0.07% 69
2021
Q4 		$224K Sell
3,730
-1,680
-31% -$95.8K 0.05% 107
2021
Q3 		$312K Buy
5,410
+897
+20% +$54.9K 0.06% 87
2021
Q2 		$270K Hold
4,513
– – 0.05% 85
2021
Q1 		$283K Hold
4,513
– – 0.06% 78
2020
Q4 		$260K Sell
4,513
-346
-7% -$17.9K 0.05% 80
2020
Q3 		$238K Hold
4,859
– – 0.06% 68
2020
Q2 		$200K Buy
+4,859
New +$178K 0.25% 48
2020
Q1 		– Sell
-4,995
Closed -$273K – 65
2019
Q4 		$273K Sell
4,995
-46
-0.9% -$2.38K 0.1% 77
2019
Q3 		$240K Sell
5,041
-738
-13% -$34.5K 0.1% 82
2019
Q2 		$285K Buy
+5,779
New +$305K 0.11% 80

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Affinity Wealth Management's DOW Position: Q4 2024 in Review

Affinity Wealth Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 5,383 shares — an estimated $294K sold.

Affinity Wealth Management first reported a position in DOW in Q2 2019 and held it in 21 quarters. The position peaked at $350K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Affinity Wealth Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Affinity Wealth Management sold 5,383 Dow Inc shares in Q4 2024, an estimated $294K.
  • Affinity Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 21 quarters.
  • Affinity Wealth Management's Dow Inc position peaked at $350K in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Affinity Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.