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Amplius Wealth Advisors’s Dow Inc DOW Stock Holding History

Amplius Wealth 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
Q2 		– Sell
-10,020
Closed -$580K – 174
2024
Q1 		$580K Buy
10,020
+316
+3% +$17.5K 0.07% 94
2023
Q4 		$532K Buy
9,704
+335
+4% +$17.1K 0.06% 93
2023
Q3 		$483K Buy
9,369
+181
+2% +$9.72K 0.06% 95
2023
Q2 		$489K Sell
9,188
-14
-0.2% -$744 0.07% 98
2023
Q1 		$504K Buy
9,202
+438
+5% +$24.6K 0.07% 93
2022
Q4 		$442K Buy
8,764
+73
+0.8% +$3.57K 0.07% 97
2022
Q3 		$382K Buy
8,691
+25
+0.3% +$1.27K 0.07% 101
2022
Q2 		$447K Buy
+8,666
New +$555K 0.07% 100
2022
Q1 		– Sell
-644
Closed -$36K – 358
2021
Q4 		$36K Buy
+644
New +$36.7K 0.01% 382

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Amplius Wealth Advisors's DOW Position: Q2 2024 in Review

Amplius Wealth Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 10,020 shares — an estimated $580K sold.

Amplius Wealth Advisors first reported a position in DOW in Q4 2021 and held it in 9 quarters. The position peaked at $580K in Q1 2024. 1,550 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Amplius Wealth Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
  • Amplius Wealth Advisors sold 10,020 Dow Inc shares in Q2 2024, an estimated $580K.
  • Amplius Wealth Advisors first reported a position in Dow Inc in Q4 2021 and held it in 9 quarters.
  • Amplius Wealth Advisors's Dow Inc position peaked at $580K in Q1 2024.
  • 1,550 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Amplius Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.