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Delos Wealth Advisors’s Dow Inc DOW Stock Holding History

Delos Wealth 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
Q3 		– Sell
-35
Closed -$1.86K – 240
2024
Q2 		$1.86K Hold
35
– – ﹤0.01% 218
2024
Q1 		$2.03K Buy
+35
New +$1.93K ﹤0.01% 213
2022
Q3 		– Sell
-137
Closed -$7K – 305
2022
Q2 		$7K Hold
137
– – 0.01% 160
2022
Q1 		$9K Hold
137
– – 0.01% 170
2021
Q4 		$8K Buy
+137
New +$7.81K 0.01% 243

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Delos Wealth Advisors's DOW Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 35 shares — an estimated $1.86K sold.

Delos Wealth Advisors first reported a position in DOW in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q1 2022. 1,493 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 35 Dow Inc shares in Q3 2024, an estimated $1.86K.
  • Delos Wealth Advisors first reported a position in Dow Inc in Q4 2021 and held it in 5 quarters.
  • Delos Wealth Advisors's Dow Inc position peaked at $9K in Q1 2022.
  • 1,493 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.