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Cetera Advisors’s Dow Inc DOW Stock Holding History

Cetera 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
Q1 		$5.03M Sell
86,889
-8,561
-9% -$473K 0.04% 457
2023
Q4 		$5.23M Sell
95,450
-5,540
-5% -$283K 0.07% 262
2023
Q3 		$5.21M Buy
100,990
+19,284
+24% +$1.04M 0.08% 240
2023
Q2 		$4.35M Buy
81,706
+2,435
+3% +$129K 0.07% 266
2023
Q1 		$4.35M Buy
79,271
+19,054
+32% +$1.07M 0.07% 271
2022
Q4 		$3.03M Sell
60,217
-37,562
-38% -$1.84M 0.06% 336
2022
Q3 		$4.29M Buy
97,779
+10,345
+12% +$524K 0.11% 190
2022
Q2 		$4.51M Sell
87,434
-1,929
-2% -$124K 0.1% 195
2022
Q1 		$5.69M Buy
89,363
+10,798
+14% +$651K 0.11% 182
2021
Q4 		$4.46M Buy
78,565
+553
+0.7% +$31.5K 0.09% 231
2021
Q3 		$4.49M Buy
78,012
+22,167
+40% +$1.36M 0.09% 237
2021
Q2 		$3.53M Buy
55,845
+14,344
+35% +$947K 0.08% 244
2021
Q1 		$2.65M Buy
41,501
+4,004
+11% +$240K 0.07% 261
2020
Q4 		$2.08M Buy
37,497
+6,608
+21% +$341K 0.07% 269
2020
Q3 		$1.45M Buy
30,889
+3,937
+15% +$177K 0.05% 302
2020
Q2 		$1.1M Buy
26,952
+2,553
+10% +$93.5K 0.05% 345
2020
Q1 		$713K Buy
24,399
+3,801
+18% +$162K 0.04% 379
2019
Q4 		$1.13M Sell
20,598
-3,523
-15% -$182K 0.05% 346
2019
Q3 		$1.16M Buy
24,121
+1,480
+7% +$69.3K 0.05% 329
2019
Q2 		$1.11M Buy
+22,641
New +$1.2M 0.05% 348

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cetera Advisors's DOW Position: Q1 2024 in Review

Cetera Advisors reduced its Dow Inc (DOW) stake by 9% in Q1 2024, selling an estimated $473K and leaving 86,889 shares worth $5.03M. The position accounts for 0.04% of the portfolio, ranked #457.

Cetera Advisors first reported a position in DOW in Q2 2019 and has held it in 20 quarters since. The position peaked at $5.69M in Q1 2022. 1,611 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • Cetera Advisors held 86,889 shares of Dow Inc worth $5.03M as of Q1 2024.
  • Cetera Advisors sold 8,561 Dow Inc shares in Q1 2024, an estimated $473K.
  • Dow Inc made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #457 holding.
  • Cetera Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 20 quarters since.
  • Cetera Advisors's Dow Inc position peaked at $5.69M in Q1 2022.
  • 1,611 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.