AFG
DOW icon

Alterity Financial Group’s Dow Inc DOW Stock Holding History

Alterity Financial Group’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
2023
Q4 		$542K Sell
9,879
-66
-0.7% -$3.37K 0.77% 39
2023
Q3 		$513K Hold
9,945
– – 0.81% 39
2023
Q2 		$530K Sell
9,945
-12
-0.1% -$638 0.77% 36
2023
Q1 		$546K Hold
9,957
– – 0.8% 36
2022
Q4 		$502K Sell
9,957
-100
-1% -$4.88K 0.81% 39
2022
Q3 		$442K Sell
10,057
-175
-2% -$8.87K 0.71% 41
2022
Q2 		$528K Buy
+10,232
New +$655K 0.79% 39
2021
Q1 		$665K Buy
+10,432
New +$624K 0.8% 36

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alterity Financial Group's DOW Position: Q4 2023 in Review

Alterity Financial Group reduced its Dow Inc (DOW) stake by 0.66% in Q4 2023, selling an estimated $3.37K and leaving 9,879 shares worth $542K. The position accounts for 0.77% of the portfolio, ranked #39.

Alterity Financial Group first reported a position in DOW in Q1 2021 and has held it in 8 quarters since. The position peaked at $665K in Q1 2021. 1,594 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • Alterity Financial Group held 9,879 shares of Dow Inc worth $542K as of Q4 2023.
  • Alterity Financial Group sold 66 Dow Inc shares in Q4 2023, an estimated $3.37K.
  • Dow Inc made up 0.77% of Alterity Financial Group's portfolio in Q4 2023, its #39 holding.
  • Alterity Financial Group first reported a position in Dow Inc in Q1 2021 and has held it in 8 quarters since.
  • Alterity Financial Group's Dow Inc position peaked at $665K in Q1 2021.
  • 1,594 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.