Centerpoint Advisors’s Dow Inc DOW Stock Holding History

Centerpoint Advisors’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 Q2	–	Sell	-64	Closed	-$4K	–	443
2024 Q1	$4K	Hold	64	–	–	﹤0.01%	367
2023 Q4	$4K	Hold	64	–	–	﹤0.01%	365
2023 Q3	$3K	Hold	64	–	–	﹤0.01%	416
2023 Q2	$3K	Hold	64	–	–	﹤0.01%	422
2023 Q1	$4K	Hold	64	–	–	﹤0.01%	401
2022 Q4	$3K	Sell	64 -85	-57%	-$4.15K	﹤0.01%	373
2022 Q3	$7K	Sell	149 -213	-59%	-$10.8K	﹤0.01%	238
2022 Q2	$19K	Buy	362 +213	+143%	+$13.6K	0.01%	194
2022 Q1	$9K	Hold	149	–	–	﹤0.01%	228
2021 Q4	$8K	Hold	149	–	–	﹤0.01%	240
2021 Q3	$9K	Hold	149	–	–	﹤0.01%	202
2021 Q2	$9K	Hold	149	–	–	﹤0.01%	206
2021 Q1	$10K	Hold	149	–	–	0.01%	171
2020 Q4	$8K	Hold	149	–	–	0.01%	178
2020 Q3	$7K	Hold	149	–	–	0.01%	164
2020 Q2	$6K	Hold	149	–	–	﹤0.01%	180
2020 Q1	$4K	Hold	149	–	–	﹤0.01%	194
2019 Q4	$8K	Hold	149	–	–	0.01%	177
2019 Q3	$7K	Hold	149	–	–	0.01%	174
2019 Q2	$7K	Buy	+149	New	+$7.87K	0.01%	172

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 $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Centerpoint Advisors's DOW Position: Q2 2024 in Review

Centerpoint Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 64 shares — an estimated $4K sold.

Centerpoint Advisors first reported a position in DOW in Q2 2019 and held it in 20 quarters. The position peaked at $19K in Q2 2022. 1,548 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Centerpoint Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Centerpoint Advisors sold 64 Dow Inc shares in Q2 2024, an estimated $4K.
Centerpoint Advisors first reported a position in Dow Inc in Q2 2019 and held it in 20 quarters.
Centerpoint Advisors's Dow Inc position peaked at $19K in Q2 2022.
1,548 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Centerpoint Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.