Eads & Heald Wealth Management’s Dow Inc DOW Stock Holding History

Eads & Heald Wealth Management’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	–	Sell	-4,288	Closed	-$235K	–	145
2023 Q4	$235K	Buy	+4,288	New	+$219K	0.11%	136

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Eads & Heald Wealth Management's DOW Position: Q1 2024 in Review

Eads & Heald Wealth Management sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 4,288 shares — an estimated $235K sold.

Eads & Heald Wealth Management first reported a position in DOW in Q4 2023 and held it in 1 quarter. The position peaked at $235K in Q4 2023. 1,609 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

Eads & Heald Wealth Management reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
Eads & Heald Wealth Management sold 4,288 Dow Inc shares in Q1 2024, an estimated $235K.
Eads & Heald Wealth Management first reported a position in Dow Inc in Q4 2023 and held it in 1 quarter.
Eads & Heald Wealth Management's Dow Inc position peaked at $235K in Q4 2023.
1,609 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.