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Alpha Omega Wealth Management’s Dow Inc DOW Stock Holding History

Alpha Omega 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
-3,867
Closed -$211K – 204
2024
Q3 		$211K Sell
3,867
-23
-0.6% -$1.21K 0.04% 199
2024
Q2 		$206K Hold
3,890
– – 0.04% 199
2024
Q1 		$225K Buy
3,890
+189
+5% +$10.4K 0.04% 195
2023
Q4 		$203K Buy
+3,701
New +$189K 0.03% 200
2023
Q2 		– Sell
-4,194
Closed -$230K – 208
2023
Q1 		$230K Sell
4,194
-95
-2% -$5.34K 0.04% 191
2022
Q4 		$216K Buy
+4,289
New +$210K 0.04% 197
2022
Q3 		– Sell
-4,201
Closed -$217K – 209
2022
Q2 		$217K Hold
4,201
– – 0.04% 198
2022
Q1 		$268K Sell
4,201
-289
-6% -$17.4K 0.04% 189
2021
Q4 		$269K Buy
4,490
+25
+0.6% +$1.43K 0.04% 197
2021
Q3 		$257K Buy
4,465
+191
+4% +$11.7K 0.04% 194
2021
Q2 		$270K Sell
4,274
-232
-5% -$15.3K 0.04% 196
2021
Q1 		$288K Sell
4,506
-125
-3% -$7.48K 0.05% 184
2020
Q4 		$257K Sell
4,631
-18
-0.4% -$929 0.04% 183
2020
Q3 		$219K Buy
+4,649
New +$209K 0.03% 178
2020
Q1 		– Sell
-5,663
Closed -$310K – 196
2019
Q4 		$310K Sell
5,663
-66
-1% -$3.41K 0.05% 168
2019
Q3 		$321K Buy
+5,729
New +$268K 0.05% 167

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 $3.37T AUM 44.26% 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

Alpha Omega Wealth Management's DOW Position: Q4 2024 in Review

Alpha Omega Wealth Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 3,867 shares — an estimated $211K sold.

Alpha Omega Wealth Management first reported a position in DOW in Q3 2019 and held it in 16 quarters. The position peaked at $321K in Q3 2019. 1,422 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Alpha Omega Wealth Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 3,867 Dow Inc shares in Q4 2024, an estimated $211K.
  • Alpha Omega Wealth Management first reported a position in Dow Inc in Q3 2019 and held it in 16 quarters.
  • Alpha Omega Wealth Management's Dow Inc position peaked at $321K in Q3 2019.
  • 1,422 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Alpha Omega Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.