Cascade Financial Partners’s Dow Inc DOW Stock Holding History

Cascade Financial Partners’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	-3,833	Closed	-$203K	–	241
2024 Q2	$203K	Sell	3,833 -5	-0.1%	-$286	0.03%	227
2024 Q1	$221K	Buy	+3,838	New	+$212K	0.03%	213

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cascade Financial Partners's DOW Position: Q3 2024 in Review

Cascade Financial Partners sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 3,833 shares — an estimated $203K sold.

Cascade Financial Partners first reported a position in DOW in Q1 2024 and held it in 2 quarters. The position peaked at $221K in Q1 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Cascade Financial Partners reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Cascade Financial Partners sold 3,833 Dow Inc shares in Q3 2024, an estimated $203K.
Cascade Financial Partners first reported a position in Dow Inc in Q1 2024 and held it in 2 quarters.
Cascade Financial Partners's Dow Inc position peaked at $221K in Q1 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Cascade Financial Partners's 13F filing for Q3 2024, filed 25 Oct 2024.