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Astoria Portfolio Advisors’s Dow Inc DOW Stock Holding History

Astoria Portfolio 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
2023
Q3 		– Sell
-4,659
Closed -$253K – 166
2023
Q2 		$253K Buy
4,659
+142
+3% +$7.55K 0.1% 162
2023
Q1 		$245K Buy
+4,517
New +$254K 0.1% 161

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Astoria Portfolio Advisors's DOW Position: Q3 2023 in Review

Astoria Portfolio Advisors sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 4,659 shares — an estimated $253K sold.

Astoria Portfolio Advisors first reported a position in DOW in Q1 2023 and held it in 2 quarters. The position peaked at $253K in Q2 2023. 1,505 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • Astoria Portfolio Advisors reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 4,659 Dow Inc shares in Q3 2023, an estimated $253K.
  • Astoria Portfolio Advisors first reported a position in Dow Inc in Q1 2023 and held it in 2 quarters.
  • Astoria Portfolio Advisors's Dow Inc position peaked at $253K in Q2 2023.
  • 1,505 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Astoria Portfolio Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.