Core Wealth Advisors (Florida)’s Dow Inc DOW Stock Holding History

Core Wealth Advisors (Florida)’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	-139	Closed	-$8.05K	–	105
2024 Q1	$8.05K	Hold	139	–	–	﹤0.01%	201
2023 Q4	$7.62K	Sell	139 -2,097	-94%	-$107K	﹤0.01%	200
2023 Q3	$115K	Buy	2,236 +479	+27%	+$25.7K	0.05%	58
2023 Q2	$93.6K	Buy	1,757 +130	+8%	+$6.91K	0.04%	64
2023 Q1	$89.2K	Buy	1,627 +221	+16%	+$12.4K	0.04%	69
2022 Q4	$70.8K	Buy	1,406 +1,008	+253%	+$49.2K	0.03%	71
2022 Q3	$17K	Sell	398 -22,034	-98%	-$1.12M	0.01%	107
2022 Q2	$1.16M	Buy	+22,432	New	+$1.44M	0.71%	19

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

Core Wealth Advisors (Florida)'s DOW Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 139 shares — an estimated $8.05K sold.

Core Wealth Advisors (Florida) first reported a position in DOW in Q2 2022 and held it in 8 quarters. The position peaked at $1.16M in Q2 2022. 1,546 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 139 Dow Inc shares in Q2 2024, an estimated $8.05K.
Core Wealth Advisors (Florida) first reported a position in Dow Inc in Q2 2022 and held it in 8 quarters.
Core Wealth Advisors (Florida)'s Dow Inc position peaked at $1.16M in Q2 2022.
1,546 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.