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Financial Synergies Wealth Advisors’s Dow Inc DOW Stock Holding History

Financial Synergies Wealth 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
Q2 		– Sell
-765
Closed -$44.3K – 170
2024
Q1 		$44.3K Buy
765
+552
+259% +$30.5K 0.01% 135
2023
Q4 		$10.7K Sell
213
-538
-72% -$27.5K ﹤0.01% 182
2023
Q3 		$38.7K Buy
751
+7
+0.9% +$376 0.01% 128
2023
Q2 		$39.6K Buy
744
+7
+0.9% +$372 0.01% 120
2023
Q1 		$40.4K Buy
737
+524
+246% +$29.5K 0.01% 124
2022
Q4 		$10.7K Hold
213
– – ﹤0.01% 182
2022
Q3 		$9.36K Hold
213
– – ﹤0.01% 168
2022
Q2 		$11K Buy
+213
New +$13.6K ﹤0.01% 164

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 $3.38T AUM 44.17% 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
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
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

Financial Synergies Wealth Advisors's DOW Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 765 shares — an estimated $44.3K sold.

Financial Synergies Wealth Advisors first reported a position in DOW in Q2 2022 and held it in 8 quarters. The position peaked at $44.3K in Q1 2024. 1,550 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 765 Dow Inc shares in Q2 2024, an estimated $44.3K.
  • Financial Synergies Wealth Advisors first reported a position in Dow Inc in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Dow Inc position peaked at $44.3K in Q1 2024.
  • 1,550 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.