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Avondale Wealth Management’s Dow Inc DOW Stock Holding History

Avondale 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
Q3 		– Sell
-1,000
Closed -$53K – 116
2024
Q2 		$53K Hold
1,000
– – 0.04% 87
2024
Q1 		$57.9K Hold
1,000
– – 0.04% 84
2023
Q4 		$54.8K Hold
1,000
– – 0.04% 79
2023
Q3 		$51.6K Hold
1,000
– – 0.05% 78
2023
Q2 		$53.3K Hold
1,000
– – 0.04% 76
2023
Q1 		$54.8K Hold
1,000
– – 0.05% 77
2022
Q4 		$50.4K Buy
+1,000
New +$48.9K 0.04% 77

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avondale Wealth Management's DOW Position: Q3 2024 in Review

Avondale Wealth Management sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 1,000 shares — an estimated $53K sold.

Avondale Wealth Management first reported a position in DOW in Q4 2022 and held it in 7 quarters. The position peaked at $57.9K in Q1 2024. 1,496 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Avondale Wealth Management reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • Avondale Wealth Management sold 1,000 Dow Inc shares in Q3 2024, an estimated $53K.
  • Avondale Wealth Management first reported a position in Dow Inc in Q4 2022 and held it in 7 quarters.
  • Avondale Wealth Management's Dow Inc position peaked at $57.9K in Q1 2024.
  • 1,496 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Avondale Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.