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Atlantic Edge Private Wealth Management’s Dow Inc DOW Stock Holding History

Atlantic Edge Private 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
-82
Closed -$4.48K – 496
2024
Q3 		$4.48K Hold
82
– – ﹤0.01% 411
2024
Q2 		$4.35K Hold
82
– – ﹤0.01% 385
2024
Q1 		$4.75K Hold
82
– – ﹤0.01% 388
2023
Q4 		$4.5K Buy
+82
New +$4.19K ﹤0.01% 374

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
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

Atlantic Edge Private Wealth Management's DOW Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 82 shares — an estimated $4.48K sold.

Atlantic Edge Private Wealth Management first reported a position in DOW in Q4 2023 and held it in 4 quarters. The position peaked at $4.75K in Q1 2024. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 82 Dow Inc shares in Q4 2024, an estimated $4.48K.
  • Atlantic Edge Private Wealth Management first reported a position in Dow Inc in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's Dow Inc position peaked at $4.75K in Q1 2024.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.