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FinTrust Capital Advisors’s Dow Inc DOW Stock Holding History

FinTrust Capital 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
Q3 		$217K Buy
3,966
+1,181
+42% +$62.3K 0.04% 298
2024
Q2 		$148K Buy
2,785
+141
+5% +$8.05K 0.03% 338
2024
Q1 		$153K Buy
2,644
+295
+13% +$16.3K 0.03% 326
2023
Q4 		$129K Buy
2,349
+5
+0.2% +$255 0.03% 326
2023
Q3 		$121K Sell
2,344
-187
-7% -$10K 0.03% 312
2023
Q2 		$128K Hold
2,531
– – 0.03% 321
2023
Q1 		$128K Hold
2,531
– – 0.03% 319
2022
Q4 		$128K Buy
2,531
+105
+4% +$5.13K 0.03% 318
2022
Q3 		$113K Buy
2,426
+5
+0.2% +$254 0.03% 347
2022
Q2 		$123K Buy
2,421
+58
+2% +$3.71K 0.03% 349
2022
Q1 		$151K Buy
2,363
+63
+3% +$3.8K 0.03% 331
2021
Q4 		$130K Buy
2,300
+5
+0.2% +$285 0.03% 373
2021
Q3 		$132K Buy
2,295
+55
+2% +$3.37K 0.03% 352
2021
Q2 		$142K Buy
2,240
+4
+0.2% +$264 0.04% 341
2021
Q1 		$143K Buy
2,236
+161
+8% +$9.63K 0.04% 333
2020
Q4 		$115K Sell
2,075
-68
-3% -$3.51K 0.04% 356
2020
Q3 		$101K Sell
2,143
-401
-16% -$18K 0.02% 360
2020
Q2 		$104K Buy
2,544
+142
+6% +$5.2K 0.04% 319
2020
Q1 		$70K Buy
2,402
+150
+7% +$6.38K 0.03% 357
2019
Q4 		$123K Buy
2,252
+112
+5% +$5.79K 0.05% 294
2019
Q3 		$102K Sell
2,140
-213
-9% -$9.97K 0.03% 331
2019
Q2 		$116K Buy
+2,353
New +$124K 0.05% 270

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

FinTrust Capital Advisors's DOW Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Dow Inc (DOW) stake by 42% in Q3 2024, buying an estimated $62.3K and bringing the position to 3,966 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #298.

FinTrust Capital Advisors first reported a position in DOW in Q2 2019 and has held it in 22 quarters since. 1,493 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • FinTrust Capital Advisors held 3,966 shares of Dow Inc worth $217K as of Q3 2024.
  • FinTrust Capital Advisors bought 1,181 Dow Inc shares in Q3 2024, an estimated $62.3K.
  • Dow Inc made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #298 holding.
  • FinTrust Capital Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 22 quarters since.
  • 1,493 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.