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Bison Wealth’s Dow Inc DOW Stock Holding History

Bison Wealth’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
Q4 		– Sell
-5,029
Closed -$275K – 347
2024
Q3 		$275K Sell
5,029
-6,247
-55% -$330K 0.04% 336
2024
Q2 		$653K Hold
11,276
– – 0.11% 198
2024
Q1 		$653K Sell
11,276
-373
-3% -$20.6K 0.11% 198
2023
Q4 		$639K Sell
11,649
-581
-5% -$29.7K 0.11% 197
2023
Q3 		$631K Buy
12,230
+48
+0.4% +$2.58K 0.12% 178
2023
Q2 		$649K Buy
12,182
+1,219
+11% +$64.8K 0.12% 178
2023
Q1 		$574K Buy
10,963
+12
+0.1% +$675 0.18% 137
2022
Q4 		$635K Sell
10,951
-575
-5% -$28.1K 0.2% 139
2022
Q3 		$506K Buy
11,526
+1,663
+17% +$84.3K 0.2% 133
2022
Q2 		$509K Buy
9,863
+858
+10% +$54.9K 0.29% 89
2022
Q1 		$574K Buy
9,005
+1,044
+13% +$63K 0.29% 89
2021
Q4 		$452K Buy
7,961
+1,249
+19% +$71.2K 0.26% 103
2021
Q3 		$386K Buy
6,712
+446
+7% +$27.3K 0.18% 145
2021
Q2 		$397K Sell
6,266
-700
-10% -$46.2K 0.17% 147
2021
Q1 		$445K Buy
6,966
+677
+11% +$40.5K 0.19% 136
2020
Q4 		$349K Sell
6,289
-132
-2% -$6.82K 0.16% 156
2020
Q3 		$302K Sell
6,421
-555
-8% -$24.9K 0.18% 137
2020
Q2 		$284K Sell
6,976
-228
-3% -$8.35K 0.18% 139
2020
Q1 		$211K Sell
7,204
-2,036
-22% -$86.5K 0.15% 158
2019
Q4 		$506K Buy
+9,240
New +$477K 0.24% 107

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bison Wealth's DOW Position: Q4 2024 in Review

Bison Wealth sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 5,029 shares — an estimated $275K sold.

Bison Wealth first reported a position in DOW in Q4 2019 and held it in 20 quarters. The position peaked at $653K in Q2 2024. 1,420 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Bison Wealth reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 5,029 Dow Inc shares in Q4 2024, an estimated $275K.
  • Bison Wealth first reported a position in Dow Inc in Q4 2019 and held it in 20 quarters.
  • Bison Wealth's Dow Inc position peaked at $653K in Q2 2024.
  • 1,420 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.