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Balboa Wealth Partners’s Dow Inc DOW Stock Holding History

Balboa Wealth Partners’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
2023
Q3 		– Sell
-3,915
Closed -$209K – 288
2023
Q2 		$209K Buy
+3,915
New +$208K 0.07% 224
2022
Q4 		– Sell
-5,787
Closed -$254K – 283
2022
Q3 		$254K Buy
+5,787
New +$293K 0.11% 162

Other funds holding DOW

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Balboa Wealth Partners's DOW Position: Q3 2023 in Review

Balboa Wealth Partners sold out of Dow Inc (DOW) in Q3 2023, closing a stake of 3,915 shares — an estimated $209K sold.

Balboa Wealth Partners first reported a position in DOW in Q3 2022 and held it in 2 quarters. The position peaked at $254K in Q3 2022. 1,506 funds tracked by Wall St. Rank hold DOW as of Q3 2023.

  • Balboa Wealth Partners reported no remaining Dow Inc position as of Q3 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 3,915 Dow Inc shares in Q3 2023, an estimated $209K.
  • Balboa Wealth Partners first reported a position in Dow Inc in Q3 2022 and held it in 2 quarters.
  • Balboa Wealth Partners's Dow Inc position peaked at $254K in Q3 2022.
  • 1,506 funds tracked by Wall St. Rank held Dow Inc as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.