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Capital Advisors Wealth Management’s Dow Inc DOW Stock Holding History

Capital Advisors 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
Q2 		– Sell
-3,487
Closed -$202K – 165
2024
Q1 		$202K Buy
+3,487
New +$193K 0.04% 152

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Advisors Wealth Management's DOW Position: Q2 2024 in Review

Capital Advisors Wealth Management sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 3,487 shares — an estimated $202K sold.

Capital Advisors Wealth Management first reported a position in DOW in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Capital Advisors Wealth Management reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 3,487 Dow Inc shares in Q2 2024, an estimated $202K.
  • Capital Advisors Wealth Management first reported a position in Dow Inc in Q1 2024 and held it in 1 quarter.
  • Capital Advisors Wealth Management's Dow Inc position peaked at $202K in Q1 2024.
  • 1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.