B.O.S.S. Retirement Advisors’s Dow Inc DOW Stock Holding History

B.O.S.S. Retirement Advisors’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 Q2	–	Sell	-50,496	Closed	-$2.77M	–	169
2024 Q1	$2.77M	Sell	50,496 -862	-2%	-$47.6K	1.06%	28
2023 Q4	$2.82M	Buy	51,358 +3,142	+7%	+$161K	0.55%	46
2023 Q3	$2.49M	Buy	48,216 +6,071	+14%	+$326K	0.54%	47
2023 Q2	$2.24M	Buy	+42,145	New	+$2.24M	0.48%	56

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DOW Position: Q2 2024 in Review

B.O.S.S. Retirement Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 50,496 shares — an estimated $2.77M sold.

B.O.S.S. Retirement Advisors first reported a position in DOW in Q2 2023 and held it in 4 quarters. The position peaked at $2.82M in Q4 2023. 1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

B.O.S.S. Retirement Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 50,496 Dow Inc shares in Q2 2024, an estimated $2.77M.
B.O.S.S. Retirement Advisors first reported a position in Dow Inc in Q2 2023 and held it in 4 quarters.
B.O.S.S. Retirement Advisors's Dow Inc position peaked at $2.82M in Q4 2023.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.