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Buckingham Strategic Wealth’s Dow Inc DOW Stock Holding History

Buckingham Strategic 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
Q2 		$776K Buy
14,627
+272
+2% +$15.5K 0.01% 379
2024
Q1 		$832K Buy
14,355
+1,035
+8% +$57.2K 0.01% 368
2023
Q4 		$730K Buy
13,320
+368
+3% +$18.8K 0.01% 371
2023
Q3 		$668K Buy
12,952
+1,331
+11% +$71.5K 0.01% 360
2023
Q2 		$619K Buy
11,621
+1,289
+12% +$68.5K 0.01% 379
2023
Q1 		$521K Hold
10,332
– – 0.01% 370
2022
Q4 		$521K Sell
10,332
-162
-2% -$7.91K 0.01% 372
2022
Q3 		$461K Sell
10,494
-245
-2% -$12.4K 0.01% 386
2022
Q2 		$554K Sell
10,739
-84
-0.8% -$5.38K 0.01% 353
2022
Q1 		$690K Sell
10,823
-164
-1% -$9.89K 0.01% 309
2021
Q4 		$623K Sell
10,987
-65
-0.6% -$3.71K 0.01% 328
2021
Q3 		$636K Sell
11,052
-1,123
-9% -$68.7K 0.01% 314
2021
Q2 		$770K Buy
12,175
+2,405
+25% +$159K 0.02% 278
2021
Q1 		$625K Buy
9,770
+81
+0.8% +$4.85K 0.03% 288
2020
Q4 		$538K Buy
9,689
+1,374
+17% +$70.9K 0.03% 307
2020
Q3 		$391K Sell
8,315
-536
-6% -$24.1K 0.03% 308
2020
Q2 		$361K Sell
8,851
-2,906
-25% -$106K 0.03% 277
2020
Q1 		$344K Buy
11,757
+33
+0.3% +$1.4K 0.03% 309
2019
Q4 		$642K Buy
11,724
+276
+2% +$14.3K 0.06% 208
2019
Q3 		$545K Buy
11,448
+255
+2% +$11.9K 0.06% 218
2019
Q2 		$552K Buy
+11,193
New +$591K 0.06% 229

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Buckingham Strategic Wealth's DOW Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Dow Inc (DOW) stake by 1.9% in Q2 2024, buying an estimated $15.5K and bringing the position to 14,627 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #379.

Buckingham Strategic Wealth first reported a position in DOW in Q2 2019 and has held it in 21 quarters since. The position peaked at $832K in Q1 2024. 1,548 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Buckingham Strategic Wealth held 14,627 shares of Dow Inc worth $776K as of Q2 2024.
  • Buckingham Strategic Wealth bought 272 Dow Inc shares in Q2 2024, an estimated $15.5K.
  • Dow Inc made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #379 holding.
  • Buckingham Strategic Wealth first reported a position in Dow Inc in Q2 2019 and has held it in 21 quarters since.
  • Buckingham Strategic Wealth's Dow Inc position peaked at $832K in Q1 2024.
  • 1,548 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.