Alera Investment Advisors’s Dow Inc DOW Stock Holding History

Alera Investment 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	-4,463	Closed	-$237K	–	297
2024 Q2	$237K	Buy	+4,463	New	+$255K	0.03%	231

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 $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's DOW Position: Q3 2024 in Review

Alera Investment Advisors sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 4,463 shares — an estimated $237K sold.

Alera Investment Advisors first reported a position in DOW in Q2 2024 and held it in 1 quarter. The position peaked at $237K in Q2 2024. 1,492 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Alera Investment Advisors reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Alera Investment Advisors sold 4,463 Dow Inc shares in Q3 2024, an estimated $237K.
Alera Investment Advisors first reported a position in Dow Inc in Q2 2024 and held it in 1 quarter.
Alera Investment Advisors's Dow Inc position peaked at $237K in Q2 2024.
1,492 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.