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Cornerstone Wealth Group’s Dow Inc DOW Stock Holding History

Cornerstone Wealth Group’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
-3,934
Closed -$215K – 280
2024
Q3 		$215K Sell
3,934
-4,408
-53% -$233K 0.02% 244
2024
Q2 		$443K Sell
8,342
-110
-1% -$6.28K 0.04% 169
2024
Q1 		$490K Buy
+8,452
New +$467K 0.05% 159
2019
Q3 		– Sell
-37,467
Closed -$1.85M – 137
2019
Q2 		$1.85M Buy
+37,467
New +$1.98M 0.5% 53

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Wealth Group's DOW Position: Q4 2024 in Review

Cornerstone Wealth Group sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 3,934 shares — an estimated $215K sold.

Cornerstone Wealth Group first reported a position in DOW in Q2 2019 and held it in 4 quarters. The position peaked at $1.85M in Q2 2019. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Cornerstone Wealth Group reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Wealth Group sold 3,934 Dow Inc shares in Q4 2024, an estimated $215K.
  • Cornerstone Wealth Group first reported a position in Dow Inc in Q2 2019 and held it in 4 quarters.
  • Cornerstone Wealth Group's Dow Inc position peaked at $1.85M in Q2 2019.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Cornerstone Wealth Group's 13F filing for Q4 2024, filed 22 Jan 2025.