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AXS Investments’s Dow Inc DOW Stock Holding History

AXS Investments’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
Q1 		– Sell
-1,251
Closed -$68.6K – 333
2023
Q4 		$68.6K Sell
1,251
-101
-7% -$5.16K 0.02% 353
2023
Q3 		$69.7K Sell
1,352
-660
-33% -$35.4K 0.02% 329
2023
Q2 		$107K Sell
2,012
-66
-3% -$3.51K 0.03% 299
2023
Q1 		$114K Sell
2,078
-265
-11% -$14.9K 0.04% 251
2022
Q4 		$118K Buy
+2,343
New +$114K 0.04% 224
2022
Q2 		– Sell
-3,337
Closed -$213K – 209
2022
Q1 		$213K Buy
+3,337
New +$201K 0.08% 131
2021
Q3 		– Sell
-5,461
Closed -$346K – 137
2021
Q2 		$346K Buy
5,461
+1,108
+25% +$73.2K 0.11% 131
2021
Q1 		$278K Buy
+4,353
New +$260K 0.1% 142

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AXS Investments's DOW Position: Q1 2024 in Review

AXS Investments sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 1,251 shares — an estimated $68.6K sold.

AXS Investments first reported a position in DOW in Q1 2021 and held it in 8 quarters. The position peaked at $346K in Q2 2021. 1,612 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • AXS Investments reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
  • AXS Investments sold 1,251 Dow Inc shares in Q1 2024, an estimated $68.6K.
  • AXS Investments first reported a position in Dow Inc in Q1 2021 and held it in 8 quarters.
  • AXS Investments's Dow Inc position peaked at $346K in Q2 2021.
  • 1,612 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on AXS Investments's 13F filing for Q1 2024, filed 13 May 2024.