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Atomi Financial Group’s Dow Inc DOW Stock Holding History

Atomi 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
2025
Q1 		– Sell
-5,645
Closed -$227K – 1059
2024
Q4 		$227K Sell
5,645
-5,353
-49% -$250K 0.01% 857
2024
Q3 		$601K Buy
10,998
+1,007
+10% +$53.2K 0.04% 387
2024
Q2 		$530K Buy
9,991
+490
+5% +$28K 0.04% 377
2024
Q1 		$550K Buy
9,501
+4,071
+75% +$225K 0.05% 319
2023
Q4 		$298K Buy
+5,430
New +$277K 0.04% 420

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

Atomi Financial Group's DOW Position: Q1 2025 in Review

Atomi Financial Group sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 5,645 shares — an estimated $227K sold.

Atomi Financial Group first reported a position in DOW in Q4 2023 and held it in 5 quarters. The position peaked at $601K in Q3 2024. 1,347 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Atomi Financial Group reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 5,645 Dow Inc shares in Q1 2025, an estimated $227K.
  • Atomi Financial Group first reported a position in Dow Inc in Q4 2023 and held it in 5 quarters.
  • Atomi Financial Group's Dow Inc position peaked at $601K in Q3 2024.
  • 1,347 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.