Cassady Schiller Wealth Management’s Dow Inc DOW Stock Holding History

Cassady Schiller 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 Q4	$8.83K	Buy	220 +50	+29%	+$2.33K	﹤0.01%	354
2024 Q3	$9.29K	Sell	170 -112	-40%	-$5.91K	﹤0.01%	323
2024 Q2	$15K	Sell	282 -170	-38%	-$9.71K	0.01%	294
2024 Q1	$26.2K	Buy	452 +112	+33%	+$6.19K	0.01%	265
2023 Q4	$18.6K	Sell	340 -102	-23%	-$5.21K	0.01%	283
2023 Q3	$22.8K	Hold	442	–	–	0.01%	264
2023 Q2	$23.5K	Hold	442	–	–	0.01%	271
2023 Q1	$24.2K	Hold	442	–	–	0.01%	260
2022 Q4	$22.3K	Buy	+442	New	+$21.6K	0.01%	262
2022 Q1	–	Sell	-175	Closed	-$10K	–	240
2021 Q4	$10K	Buy	+175	New	+$9.98K	0.01%	315

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cassady Schiller Wealth Management's DOW Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Dow Inc (DOW) stake by 29% in Q4 2024, buying an estimated $2.33K and bringing the position to 220 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Cassady Schiller Wealth Management first reported a position in DOW in Q4 2021 and has held it in 10 quarters since. The position peaked at $26.2K in Q1 2024. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Cassady Schiller Wealth Management held 220 shares of Dow Inc worth $8.83K as of Q4 2024.
Cassady Schiller Wealth Management bought 50 Dow Inc shares in Q4 2024, an estimated $2.33K.
Dow Inc made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #354 holding.
Cassady Schiller Wealth Management first reported a position in Dow Inc in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Dow Inc position peaked at $26.2K in Q1 2024.
1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.