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Ergawealth Advisors’s Dow Inc DOW Stock Holding History

Ergawealth 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
Q4 		– Sell
-4,733
Closed -$259K – 64
2024
Q3 		$259K Sell
4,733
-150
-3% -$7.92K 0.13% 55
2024
Q2 		$259K Hold
4,883
– – 0.14% 54
2024
Q1 		$283K Buy
4,883
+150
+3% +$8.29K 0.16% 50
2023
Q4 		$260K Hold
4,733
– – 0.16% 46
2023
Q3 		$244K Hold
4,733
– – 0.17% 43
2023
Q2 		$252K Hold
4,733
– – 0.17% 40
2023
Q1 		$259K Hold
4,733
– – 0.21% 34
2022
Q4 		$238K Buy
+4,733
New +$231K 0.22% 41

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ergawealth Advisors's DOW Position: Q4 2024 in Review

Ergawealth Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,733 shares — an estimated $259K sold.

Ergawealth Advisors first reported a position in DOW in Q4 2022 and held it in 8 quarters. The position peaked at $283K in Q1 2024. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Ergawealth Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Ergawealth Advisors sold 4,733 Dow Inc shares in Q4 2024, an estimated $259K.
  • Ergawealth Advisors first reported a position in Dow Inc in Q4 2022 and held it in 8 quarters.
  • Ergawealth Advisors's Dow Inc position peaked at $283K in Q1 2024.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Ergawealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.