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Angeles Wealth Management’s Dow Inc DOW Stock Holding History

Angeles 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
2025
Q1 		– Sell
-8,573
Closed -$344K – 374
2024
Q4 		$344K Buy
8,573
+4,910
+134% +$229K 0.03% 185
2024
Q3 		$200K Sell
3,663
-495
-12% -$26.1K 0.02% 263
2024
Q2 		$221K Sell
4,158
-1,068
-20% -$61K 0.02% 219
2024
Q1 		$303K Buy
5,226
+476
+10% +$26.3K 0.03% 172
2023
Q4 		$260K Buy
+4,750
New +$243K 0.03% 163

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Angeles Wealth Management's DOW Position: Q1 2025 in Review

Angeles Wealth Management sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 8,573 shares — an estimated $344K sold.

Angeles Wealth Management first reported a position in DOW in Q4 2023 and held it in 5 quarters. The position peaked at $344K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Angeles Wealth Management reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 8,573 Dow Inc shares in Q1 2025, an estimated $344K.
  • Angeles Wealth Management first reported a position in Dow Inc in Q4 2023 and held it in 5 quarters.
  • Angeles Wealth Management's Dow Inc position peaked at $344K in Q4 2024.
  • 1,347 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Angeles Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.