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Claro Advisors’s Dow Inc DOW Stock Holding History

Claro 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
Q4 		– Sell
-4,290
Closed -$234K – 508
2024
Q3 		$234K Sell
4,290
-264
-6% -$13.9K 0.03% 443
2024
Q2 		$242K Sell
4,554
-92
-2% -$5.26K 0.04% 365
2024
Q1 		$269K Buy
4,646
+414
+10% +$22.9K 0.05% 344
2023
Q4 		$232K Sell
4,232
-1,115
-21% -$57K 0.05% 346
2023
Q3 		$276K Buy
5,347
+385
+8% +$20.7K 0.07% 282
2023
Q2 		$264K Sell
4,962
-43
-0.9% -$2.29K 0.07% 282
2023
Q1 		$274K Buy
5,005
+150
+3% +$8.44K 0.08% 265
2022
Q4 		$245K Buy
4,855
+263
+6% +$12.8K 0.08% 248
2022
Q3 		$237K Hold
4,592
– – 0.09% 229
2022
Q2 		$237K Buy
4,592
+11
+0.2% +$704 0.09% 229
2022
Q1 		$260K Hold
4,581
– – 0.09% 219
2021
Q4 		$260K Buy
4,581
+339
+8% +$19.3K 0.09% 219
2021
Q3 		$244K Buy
4,242
+68
+2% +$4.16K 0.1% 206
2021
Q2 		$264K Buy
4,174
+57
+1% +$3.76K 0.12% 181
2021
Q1 		$263K Sell
4,117
-396
-9% -$23.7K 0.13% 169
2020
Q4 		$250K Sell
4,513
-82
-2% -$4.23K 0.13% 172
2020
Q3 		$216K Buy
+4,595
New +$206K 0.14% 176
2020
Q1 		– Sell
-4,159
Closed -$228K – 162
2019
Q4 		$228K Sell
4,159
-679
-14% -$35.1K 0.18% 145
2019
Q3 		$231K Buy
4,838
+155
+3% +$7.26K 0.2% 138
2019
Q2 		$231K Buy
+4,683
New +$247K 0.21% 137

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

Claro Advisors's DOW Position: Q4 2024 in Review

Claro Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,290 shares — an estimated $234K sold.

Claro Advisors first reported a position in DOW in Q2 2019 and held it in 20 quarters. The position peaked at $276K in Q3 2023. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Claro Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 4,290 Dow Inc shares in Q4 2024, an estimated $234K.
  • Claro Advisors first reported a position in Dow Inc in Q2 2019 and held it in 20 quarters.
  • Claro Advisors's Dow Inc position peaked at $276K in Q3 2023.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.