FWM
DOW icon

Finer Wealth Management’s Dow Inc DOW Stock Holding History

Finer 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
-3,496
Closed -$203K – 76
2024
Q1 		$203K Sell
3,496
-418
-11% -$23.1K 0.13% 76
2023
Q4 		$215K Sell
3,914
-120
-3% -$6.13K 0.16% 77
2023
Q3 		$208K Sell
4,034
-387
-9% -$20.8K 0.17% 79
2023
Q2 		$235K Sell
4,421
-327
-7% -$17.4K 0.18% 77
2023
Q1 		$260K Sell
4,748
-93
-2% -$5.23K 0.22% 72
2022
Q4 		$244K Sell
4,841
-4,928
-50% -$241K 0.23% 72
2022
Q3 		$429K Sell
9,769
-29
-0.3% -$1.47K 0.42% 54
2022
Q2 		$505K Buy
9,798
+4,744
+94% +$304K 0.46% 48
2022
Q1 		$322K Sell
5,054
-377
-7% -$22.7K 0.26% 68
2021
Q4 		$308K Buy
+5,431
New +$310K 0.26% 69

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
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

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

Finer Wealth Management sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 3,496 shares — an estimated $203K sold.

Finer Wealth Management first reported a position in DOW in Q4 2021 and held it in 10 quarters. The position peaked at $505K in Q2 2022. 1,548 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Finer Wealth Management reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
  • Finer Wealth Management sold 3,496 Dow Inc shares in Q2 2024, an estimated $203K.
  • Finer Wealth Management first reported a position in Dow Inc in Q4 2021 and held it in 10 quarters.
  • Finer Wealth Management's Dow Inc position peaked at $505K in Q2 2022.
  • 1,548 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

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