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FDx Advisors’s Dow Inc DOW Stock Holding History

FDx 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
Q1 		– Sell
-3,833
Closed -$210K – 427
2023
Q4 		$210K Sell
3,833
-1,111
-22% -$56.8K 0.02% 641
2023
Q3 		$255K Sell
4,944
-10,358
-68% -$556K 0.02% 528
2023
Q2 		$815K Sell
15,302
-24,478
-62% -$1.3M 0.04% 344
2023
Q1 		$2M Hold
39,780
– – 0.09% 195
2022
Q4 		$2M Buy
39,780
+663
+2% +$32.4K 0.09% 195
2022
Q3 		$1.72M Buy
39,117
+12,650
+48% +$641K 0.08% 206
2022
Q2 		$1.37M Sell
26,467
-1,839
-6% -$118K 0.05% 263
2022
Q1 		$1.8M Buy
28,306
+3,538
+14% +$213K 0.06% 226
2021
Q4 		$1.41M Buy
24,768
+7,266
+42% +$414K 0.04% 288
2021
Q3 		$1.01M Buy
17,502
+4,956
+40% +$303K 0.03% 332
2021
Q2 		$794K Sell
12,546
-254
-2% -$16.8K 0.03% 384
2021
Q1 		$818K Buy
12,800
+3,400
+36% +$203K 0.03% 346
2020
Q4 		$522K Buy
9,400
+620
+7% +$32K 0.02% 431
2020
Q3 		$413K Sell
8,780
-1,536
-15% -$69K 0.02% 421
2020
Q2 		$420K Sell
10,316
-1,939
-16% -$71K 0.02% 370
2020
Q1 		$358K Buy
12,255
+4,909
+67% +$209K 0.02% 353
2019
Q4 		$402K Buy
7,346
+237
+3% +$12.2K 0.02% 406
2019
Q3 		$339K Sell
7,109
-3,472
-33% -$163K 0.02% 444
2019
Q2 		$522K Buy
+10,581
New +$559K 0.02% 469

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

FDx Advisors's DOW Position: Q1 2024 in Review

FDx Advisors sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 3,833 shares — an estimated $210K sold.

FDx Advisors first reported a position in DOW in Q2 2019 and held it in 19 quarters. The position peaked at $2M in Q1 2023. 1,611 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • FDx Advisors reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 3,833 Dow Inc shares in Q1 2024, an estimated $210K.
  • FDx Advisors first reported a position in Dow Inc in Q2 2019 and held it in 19 quarters.
  • FDx Advisors's Dow Inc position peaked at $2M in Q1 2023.
  • 1,611 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.