Empirical Wealth Management’s Dow Inc DOW Stock Holding History

Empirical 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 Q2	–	Sell	-4,015	Closed	-$233K	–	569
2024 Q1	$233K	Buy	+4,015	New	+$222K	0.01%	481
2023 Q3	–	Sell	-3,829	Closed	-$204K	–	475
2023 Q2	$204K	Sell	3,829 -21,522	-85%	-$1.14M	0.01%	438
2023 Q1	$1.39M	Buy	25,351 +3,797	+18%	+$214K	0.06%	175
2022 Q4	$1.09M	Buy	21,554 +1,972	+10%	+$96.3K	0.05%	198
2022 Q3	$860K	Buy	19,582 +7,007	+56%	+$355K	0.05%	213
2022 Q2	$649K	Buy	+12,575	New	+$805K	0.03%	258
2022 Q1	–	Sell	-4,522	Closed	-$256K	–	510
2021 Q4	$256K	Sell	4,522 -4,472	-50%	-$255K	0.01%	446
2021 Q3	$518K	Buy	8,994 +3,063	+52%	+$187K	0.03%	292
2021 Q2	$375K	Buy	5,931 +740	+14%	+$48.9K	0.02%	340
2021 Q1	$332K	Buy	+5,191	New	+$311K	0.03%	306

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

Empirical Wealth Management's DOW Position: Q2 2024 in Review

Empirical Wealth Management sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 4,015 shares — an estimated $233K sold.

Empirical Wealth Management first reported a position in DOW in Q1 2021 and held it in 10 quarters. The position peaked at $1.39M in Q1 2023. 1,548 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Empirical Wealth Management reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Empirical Wealth Management sold 4,015 Dow Inc shares in Q2 2024, an estimated $233K.
Empirical Wealth Management first reported a position in Dow Inc in Q1 2021 and held it in 10 quarters.
Empirical Wealth Management's Dow Inc position peaked at $1.39M in Q1 2023.
1,548 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Empirical Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.