BKM Wealth Management’s Dow Inc DOW Stock Holding History

BKM Wealth Management’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	-457	Closed	-$25.1K	–	280
2023 Q4	$25.1K	Buy	+457	New	+$23.3K	0.01%	347

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

BKM Wealth Management's DOW Position: Q1 2024 in Review

BKM Wealth Management sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 457 shares — an estimated $25.1K sold.

BKM Wealth Management first reported a position in DOW in Q4 2023 and held it in 1 quarter. The position peaked at $25.1K in Q4 2023. 1,609 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

BKM Wealth Management reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 457 Dow Inc shares in Q1 2024, an estimated $25.1K.
BKM Wealth Management first reported a position in Dow Inc in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Dow Inc position peaked at $25.1K in Q4 2023.
1,609 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.