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Coppell Advisory Solutions’s Dow Inc DOW Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-801
Closed -$31.6K – 726
2024
Q4 		$31.6K Sell
801
-47
-6% -$2.19K ﹤0.01% 725
2024
Q3 		$46.7K Buy
848
+129
+18% +$6.81K 0.01% 574
2024
Q2 		$38.1K Buy
+719
New +$41.1K 0.01% 565
2023
Q4 		$18K Sell
329
-1,396
-81% -$71.3K ﹤0.01% 771
2023
Q3 		$86.9K Sell
1,725
-128
-7% -$6.87K 0.03% 228
2023
Q2 		$98.7K Buy
+1,853
New +$98.5K 0.03% 270
2023
Q1 		– Sell
-1,725
Closed -$86.9K – 431
2022
Q4 		$86.9K Buy
+1,725
New +$84.3K 0.03% 233

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Coppell Advisory Solutions's DOW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 801 shares — an estimated $31.6K sold.

Coppell Advisory Solutions first reported a position in DOW in Q4 2022 and held it in 7 quarters. The position peaked at $98.7K in Q2 2023. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 801 Dow Inc shares in Q1 2025, an estimated $31.6K.
  • Coppell Advisory Solutions first reported a position in Dow Inc in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Dow Inc position peaked at $98.7K in Q2 2023.
  • 1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.