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Beacon Financial Group’s Dow Inc DOW Stock Holding History

Beacon Financial Group’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
-5,327
Closed -$292K – 323
2023
Q4 		$292K Buy
+5,327
New +$272K 0.04% 267
2023
Q1 		– Sell
-10,727
Closed -$543K – 221
2022
Q4 		$543K Sell
10,727
-393
-4% -$19.2K 0.07% 175
2022
Q3 		$491K Sell
11,120
-1,397
-11% -$70.8K 0.08% 178
2022
Q2 		$662K Buy
12,517
+72
+0.6% +$4.61K 0.1% 167
2022
Q1 		$802K Buy
+12,445
New +$751K 0.11% 161

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 $3.37T AUM 44.26% 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

Beacon Financial Group's DOW Position: Q1 2024 in Review

Beacon Financial Group sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 5,327 shares — an estimated $292K sold.

Beacon Financial Group first reported a position in DOW in Q1 2022 and held it in 5 quarters. The position peaked at $802K in Q1 2022. 1,611 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • Beacon Financial Group reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Group sold 5,327 Dow Inc shares in Q1 2024, an estimated $292K.
  • Beacon Financial Group first reported a position in Dow Inc in Q1 2022 and held it in 5 quarters.
  • Beacon Financial Group's Dow Inc position peaked at $802K in Q1 2022.
  • 1,611 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Beacon Financial Group's 13F filing for Q1 2024, filed 7 May 2024.