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C2C Wealth Management’s Dow Inc DOW Stock Holding History

C2C 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
2023
Q4 		– Sell
-15,457
Closed -$789K – 134
2023
Q3 		$789K Hold
15,457
– – 0.11% 96
2023
Q2 		$813K Sell
15,457
-500
-3% -$26.6K 0.11% 100
2023
Q1 		$907K Buy
+15,957
New +$898K 0.15% 93

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

C2C Wealth Management's DOW Position: Q4 2023 in Review

C2C Wealth Management sold out of Dow Inc (DOW) in Q4 2023, closing a stake of 15,457 shares — an estimated $789K sold.

C2C Wealth Management first reported a position in DOW in Q1 2023 and held it in 3 quarters. The position peaked at $907K in Q1 2023. 1,594 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • C2C Wealth Management reported no remaining Dow Inc position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 15,457 Dow Inc shares in Q4 2023, an estimated $789K.
  • C2C Wealth Management first reported a position in Dow Inc in Q1 2023 and held it in 3 quarters.
  • C2C Wealth Management's Dow Inc position peaked at $907K in Q1 2023.
  • 1,594 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.