Alliance Wealth Advisors (Pennsylvania)’s Dow Inc DOW Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	-5,085	Closed	-$204K	–	145
2024 Q4	$204K	Hold	5,085	–	–	0.11%	141
2024 Q3	$278K	Hold	5,085	–	–	0.16%	122
2024 Q2	$270K	Hold	5,085	–	–	0.17%	114
2024 Q1	$295K	Sell	5,085 -42	-0.8%	-$2.32K	0.19%	109
2023 Q4	$281K	Hold	5,127	–	–	0.19%	105
2023 Q3	$264K	Hold	5,127	–	–	0.19%	101
2023 Q2	$273K	Buy	5,127 +1,300	+34%	+$69.1K	0.19%	104
2023 Q1	$210K	Buy	+3,827	New	+$215K	0.16%	116
2022 Q2	–	Sell	-3,827	Closed	-$244K	–	113
2022 Q1	$244K	Sell	3,827 -87	-2%	-$5.25K	0.2%	100
2021 Q4	$222K	Buy	3,914 +87	+2%	+$4.96K	0.18%	104
2021 Q3	$220K	Hold	3,827	–	–	0.19%	104
2021 Q2	$242K	Hold	3,827	–	–	0.22%	94
2021 Q1	$245K	Hold	3,827	–	–	0.24%	86
2020 Q4	$212K	Buy	+3,827	New	+$198K	0.22%	97

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

Alliance Wealth Advisors (Pennsylvania)'s DOW Position: Q1 2025 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 5,085 shares — an estimated $204K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in DOW in Q4 2020 and held it in 14 quarters. The position peaked at $295K in Q1 2024. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

Alliance Wealth Advisors (Pennsylvania) reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
Alliance Wealth Advisors (Pennsylvania) sold 5,085 Dow Inc shares in Q1 2025, an estimated $204K.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Dow Inc in Q4 2020 and held it in 14 quarters.
Alliance Wealth Advisors (Pennsylvania)'s Dow Inc position peaked at $295K in Q1 2024.
1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2025, filed 11 Apr 2025.