Axiom Advisory’s Dow Inc DOW Stock Holding History

Axiom Advisory’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	$910K	Buy	17,240 +380	+2%	+$20.1K	0.01%	171
2024 Q2	$963K	Buy	+16,860	New	+$963K	0.01%	155

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Axiom Advisory's DOW Position: Q3 2024 in Review

Axiom Advisory increased its Dow Inc (DOW) stake by 2.3% in Q3 2024, buying an estimated $20.1K and bringing the position to 17,240 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #171.

Axiom Advisory first reported a position in DOW in Q2 2024 and has held it in 2 quarters since. The position peaked at $963K in Q2 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Axiom Advisory held 17,240 shares of Dow Inc worth $910K as of Q3 2024.
Axiom Advisory bought 380 Dow Inc shares in Q3 2024, an estimated $20.1K.
Dow Inc made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #171 holding.
Axiom Advisory first reported a position in Dow Inc in Q2 2024 and has held it in 2 quarters since.
Axiom Advisory's Dow Inc position peaked at $963K in Q2 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.