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Cladis Investment Advisory’s Dow Inc DOW Stock Holding History

Cladis Investment 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
-6,032
Closed -$330K – 134
2024
Q3 		$330K Hold
6,032
– – 0.23% 97
2024
Q2 		$320K Hold
6,032
– – 0.23% 102
2024
Q1 		$349K Sell
6,032
-100
-2% -$5.53K 0.26% 97
2023
Q4 		$336K Hold
6,132
– – 0.26% 93
2023
Q3 		$316K Hold
6,132
– – 0.28% 91
2023
Q2 		$327K Hold
6,132
– – 0.28% 95
2023
Q1 		$336K Sell
6,132
-125
-2% -$7.03K 0.3% 94
2022
Q4 		$315K Buy
6,257
+175
+3% +$8.55K 0.31% 92
2022
Q3 		$267K Buy
6,082
+1,067
+21% +$54.1K 0.29% 102
2022
Q2 		$259K Hold
5,015
– – 0.26% 107
2022
Q1 		$320K Hold
5,015
– – 0.26% 106
2021
Q4 		$284K Buy
+5,015
New +$286K 0.23% 121

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 $3.38T AUM 44.17% 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

Cladis Investment Advisory's DOW Position: Q4 2024 in Review

Cladis Investment Advisory sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 6,032 shares — an estimated $330K sold.

Cladis Investment Advisory first reported a position in DOW in Q4 2021 and held it in 12 quarters. The position peaked at $349K in Q1 2024. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Cladis Investment Advisory reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Cladis Investment Advisory sold 6,032 Dow Inc shares in Q4 2024, an estimated $330K.
  • Cladis Investment Advisory first reported a position in Dow Inc in Q4 2021 and held it in 12 quarters.
  • Cladis Investment Advisory's Dow Inc position peaked at $349K in Q1 2024.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Cladis Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.