Fiduciary Financial Group’s Dow Inc DOW Stock Holding History

Fiduciary Financial Group’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	-7,661	Closed	-$408K	–	283
2024 Q3	$408K	Buy	7,661 +1,295	+20%	+$68.4K	0.09%	140
2024 Q2	$348K	Buy	+6,366	New	+$364K	0.08%	158

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Financial Group's DOW Position: Q4 2024 in Review

Fiduciary Financial Group sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 7,661 shares — an estimated $408K sold.

Fiduciary Financial Group first reported a position in DOW in Q2 2024 and held it in 2 quarters. The position peaked at $408K in Q3 2024. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Fiduciary Financial Group reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Fiduciary Financial Group sold 7,661 Dow Inc shares in Q4 2024, an estimated $408K.
Fiduciary Financial Group first reported a position in Dow Inc in Q2 2024 and held it in 2 quarters.
Fiduciary Financial Group's Dow Inc position peaked at $408K in Q3 2024.
1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Fiduciary Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.