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Avitas Wealth Management’s Dow Inc DOW Stock Holding History

Avitas 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 		$2.21M Buy
55,049
+17,348
+46% +$809K 0.31% 84
2024
Q3 		$2.06M Buy
37,701
+516
+1% +$27.2K 0.29% 94
2024
Q2 		$1.97M Buy
37,185
+104
+0.3% +$5.94K 0.29% 89
2024
Q1 		$2.15M Buy
37,081
+436
+1% +$24.1K 0.33% 83
2023
Q4 		$2.01M Buy
36,645
+1,064
+3% +$54.4K 0.34% 87
2023
Q3 		$1.83M Sell
35,581
-251
-0.7% -$13.5K 0.35% 84
2023
Q2 		$1.91M Buy
35,832
+189
+0.5% +$10K 0.35% 85
2023
Q1 		$1.95M Sell
35,643
-414
-1% -$23.3K 0.38% 79
2022
Q4 		$1.82M Sell
36,057
-363
-1% -$17.7K 0.38% 79
2022
Q3 		$1.6M Buy
36,420
+282
+0.8% +$14.3K 0.37% 81
2022
Q2 		$1.86M Buy
36,138
+515
+1% +$33K 0.41% 78
2022
Q1 		$2.27M Sell
35,623
-22,821
-39% -$1.38M 0.41% 78
2021
Q4 		$3.31M Buy
58,444
+1,052
+2% +$60K 0.56% 73
2021
Q3 		$3.3M Buy
57,392
+17,937
+45% +$1.1M 0.6% 66
2021
Q2 		$2.5M Buy
39,455
+885
+2% +$58.4K 0.44% 90
2021
Q1 		$2.47M Buy
38,570
+175
+0.5% +$10.5K 0.48% 78
2020
Q4 		$2.13M Buy
38,395
+656
+2% +$33.9K 0.43% 97
2020
Q3 		$1.78M Buy
37,739
+219
+0.6% +$9.84K 0.5% 78
2020
Q2 		$1.53M Buy
+37,520
New +$1.37M 0.51% 78

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avitas Wealth Management's DOW Position: Q4 2024 in Review

Avitas Wealth Management increased its Dow Inc (DOW) stake by 46% in Q4 2024, buying an estimated $809K and bringing the position to 55,049 shares worth $2.21M. The position accounts for 0.31% of the portfolio, ranked #84.

Avitas Wealth Management first reported a position in DOW in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.31M in Q4 2021. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Avitas Wealth Management held 55,049 shares of Dow Inc worth $2.21M as of Q4 2024.
  • Avitas Wealth Management bought 17,348 Dow Inc shares in Q4 2024, an estimated $809K.
  • Dow Inc made up 0.31% of Avitas Wealth Management's portfolio in Q4 2024, its #84 holding.
  • Avitas Wealth Management first reported a position in Dow Inc in Q2 2020 and has held it in 19 quarters since.
  • Avitas Wealth Management's Dow Inc position peaked at $3.31M in Q4 2021.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.