CarsonAllaria Wealth Management’s Dow Inc DOW Stock Holding History

CarsonAllaria 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 Q3	–	Sell	-22	Closed	-$1.17K	–	405
2024 Q2	$1.17K	Sell	22 -21	-49%	-$1.2K	﹤0.01%	344
2024 Q1	$2.49K	Sell	43 -312	-88%	-$17.2K	﹤0.01%	324
2023 Q4	$19.5K	Buy	355 +5	+1%	+$255	0.01%	174
2023 Q3	$18.1K	Hold	350	–	–	0.01%	170
2023 Q2	$18.7K	Buy	350 +4	+1%	+$213	0.01%	173
2023 Q1	$19K	Buy	346 +303	+705%	+$17K	0.02%	171
2022 Q4	$2K	Hold	43	–	–	﹤0.01%	281
2022 Q3	$2K	Hold	43	–	–	﹤0.01%	277
2022 Q2	$2K	Hold	43	–	–	﹤0.01%	280
2022 Q1	$3K	Sell	43 -480	-92%	-$29K	﹤0.01%	281
2021 Q4	$30K	Buy	+523	New	+$29.8K	0.03%	148

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CarsonAllaria Wealth Management's DOW Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 22 shares — an estimated $1.17K sold.

CarsonAllaria Wealth Management first reported a position in DOW in Q4 2021 and held it in 11 quarters. The position peaked at $30K in Q4 2021. 1,496 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

CarsonAllaria Wealth Management reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 22 Dow Inc shares in Q3 2024, an estimated $1.17K.
CarsonAllaria Wealth Management first reported a position in Dow Inc in Q4 2021 and held it in 11 quarters.
CarsonAllaria Wealth Management's Dow Inc position peaked at $30K in Q4 2021.
1,496 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.