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Capital Advisory Group Advisory Services’s Dow Inc DOW Stock Holding History

Capital Advisory Group Advisory Services’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
-24,559
Closed -$1.34M – 175
2024
Q3 		$1.34M Sell
24,559
-504
-2% -$26.6K 0.53% 55
2024
Q2 		$1.33M Buy
25,063
+1,830
+8% +$105K 0.57% 54
2024
Q1 		$1.35M Buy
23,233
+5,028
+28% +$278K 0.64% 48
2023
Q4 		$998K Buy
18,205
+2,571
+16% +$131K 0.54% 53
2023
Q3 		$806K Sell
15,634
-1,343
-8% -$72.1K 0.46% 60
2023
Q2 		$904K Buy
16,977
+1,211
+8% +$64.4K 0.65% 44
2023
Q1 		$864K Buy
15,766
+1,231
+8% +$69.3K 0.52% 51
2022
Q4 		$732K Sell
14,535
-1,385
-9% -$67.7K 0.5% 58
2022
Q3 		$699K Buy
15,920
+1,203
+8% +$61K 0.49% 63
2022
Q2 		$969K Sell
14,717
-67
-0.5% -$4.29K 0.58% 50
2022
Q1 		$942K Buy
14,784
+1,379
+10% +$83.2K 0.44% 62
2021
Q4 		$760K Buy
13,405
+719
+6% +$41K 0.33% 79
2021
Q3 		$730K Buy
12,686
+9,330
+278% +$571K 0.26% 93
2021
Q2 		$212K Sell
3,356
-36
-1% -$2.38K 0.08% 195
2021
Q1 		$217K Buy
3,392
+853
+34% +$51K 0.08% 177
2020
Q4 		$141K Buy
2,539
+233
+10% +$12K 0.06% 199
2020
Q3 		$109K Sell
2,306
-10
-0.4% -$449 0.06% 170
2020
Q2 		$94K Buy
2,316
+1,948
+529% +$71.3K 0.05% 174
2020
Q1 		$11K Buy
+368
New +$15.6K 0.01% 224
2019
Q4 		– Sell
-405
Closed -$21K – 258
2019
Q3 		$21K Hold
405
– – 0.01% 204
2019
Q2 		$21K Buy
+405
New +$21.4K 0.01% 214

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Advisory Group Advisory Services's DOW Position: Q4 2024 in Review

Capital Advisory Group Advisory Services sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 24,559 shares — an estimated $1.34M sold.

Capital Advisory Group Advisory Services first reported a position in DOW in Q2 2019 and held it in 21 quarters. The position peaked at $1.35M in Q1 2024. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Capital Advisory Group Advisory Services reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 24,559 Dow Inc shares in Q4 2024, an estimated $1.34M.
  • Capital Advisory Group Advisory Services first reported a position in Dow Inc in Q2 2019 and held it in 21 quarters.
  • Capital Advisory Group Advisory Services's Dow Inc position peaked at $1.35M in Q1 2024.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2024, filed 3 Feb 2025.