Credential Qtrade Securities’s Dow Inc DOW Stock Holding History

Credential Qtrade Securities’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 Q1	$872K	Buy	15,050 +1,200	+9%	+$66.3K	0.05%	160
2023 Q4	$760K	Sell	13,850 -300	-2%	-$15.3K	0.05%	158
2023 Q3	$730K	Buy	14,150 +160	+1%	+$8.59K	0.05%	158
2023 Q2	$745K	Sell	13,990 -600	-4%	-$31.9K	0.05%	158
2023 Q1	$800K	Buy	14,590 +180	+1%	+$10.1K	0.05%	143
2022 Q4	$726K	Sell	14,410 -4,981	-26%	-$243K	0.05%	141
2022 Q3	$852K	Buy	19,391 +1,050	+6%	+$53.2K	0.07%	126
2022 Q2	$947K	Buy	18,341 +241	+1%	+$15.4K	0.07%	126
2022 Q1	$1.15M	Buy	18,100 +2,490	+16%	+$150K	0.07%	122
2021 Q4	$885K	Buy	+15,610	New	+$890K	0.06%	151
2020 Q1	–	Sell	-471	Closed	-$25.8K	–	307
2019 Q4	$25.8K	Buy	+471	New	+$24.3K	﹤0.01%	236

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Credential Qtrade Securities's DOW Position: Q1 2024 in Review

Credential Qtrade Securities increased its Dow Inc (DOW) stake by 8.7% in Q1 2024, buying an estimated $66.3K and bringing the position to 15,050 shares worth $872K. The position accounts for 0.05% of the portfolio, ranked #160.

Credential Qtrade Securities first reported a position in DOW in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2022. 1,611 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

Credential Qtrade Securities held 15,050 shares of Dow Inc worth $872K as of Q1 2024.
Credential Qtrade Securities bought 1,200 Dow Inc shares in Q1 2024, an estimated $66.3K.
Dow Inc made up 0.05% of Credential Qtrade Securities's portfolio in Q1 2024, its #160 holding.
Credential Qtrade Securities first reported a position in Dow Inc in Q4 2019 and has held it in 11 quarters since.
Credential Qtrade Securities's Dow Inc position peaked at $1.15M in Q1 2022.
1,611 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.