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Centennial Wealth Advisory’s Dow Inc DOW Stock Holding History

Centennial Wealth Advisory’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
-5,519
Closed -$301K – 145
2024
Q3 		$301K Sell
5,519
-2
-0% -$106 0.12% 115
2024
Q2 		$293K Sell
5,521
-549
-9% -$31.4K 0.13% 102
2024
Q1 		$352K Sell
6,070
-118
-2% -$6.52K 0.16% 88
2023
Q4 		$339K Sell
6,188
-1,036
-14% -$52.9K 0.17% 88
2023
Q3 		$372K Sell
7,224
-241
-3% -$12.9K 0.2% 79
2023
Q2 		$398K Buy
7,465
+1,450
+24% +$77.1K 0.21% 72
2023
Q1 		$330K Buy
6,015
+1,250
+26% +$70.3K 0.18% 90
2022
Q4 		$240K Sell
4,765
-12
-0.3% -$586 0.13% 106
2022
Q3 		$210K Buy
+4,777
New +$242K 0.12% 103

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

Centennial Wealth Advisory's DOW Position: Q4 2024 in Review

Centennial Wealth Advisory sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 5,519 shares — an estimated $301K sold.

Centennial Wealth Advisory first reported a position in DOW in Q3 2022 and held it in 9 quarters. The position peaked at $398K in Q2 2023. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Centennial Wealth Advisory reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Centennial Wealth Advisory sold 5,519 Dow Inc shares in Q4 2024, an estimated $301K.
  • Centennial Wealth Advisory first reported a position in Dow Inc in Q3 2022 and held it in 9 quarters.
  • Centennial Wealth Advisory's Dow Inc position peaked at $398K in Q2 2023.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Centennial Wealth Advisory's 13F filing for Q4 2024, filed 27 Jan 2025.