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First Personal Financial Services’s Dow Inc DOW Stock Holding History

First Personal Financial Services’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 		$113K Hold
2,066
– – 0.02% 153
2024
Q2 		$110K Sell
2,066
-328
-14% -$18.7K 0.02% 151
2024
Q1 		$139K Sell
2,394
-48
-2% -$2.65K 0.03% 137
2023
Q4 		$134K Sell
2,442
-168
-6% -$8.58K 0.03% 139
2023
Q3 		$135K Buy
2,610
+1,408
+117% +$75.6K 0.04% 132
2023
Q2 		$64K Buy
1,202
+166
+16% +$8.82K 0.02% 191
2023
Q1 		$56.8K Sell
1,036
-216
-17% -$12.2K 0.01% 195
2022
Q4 		$63.1K Sell
1,252
-9
-0.7% -$440 0.02% 189
2022
Q3 		$55K Buy
1,261
+471
+60% +$23.9K 0.02% 190
2022
Q2 		$41K Hold
790
– – 0.01% 193
2022
Q1 		$50K Sell
790
-8
-1% -$483 0.01% 188
2021
Q4 		$45K Buy
798
+498
+166% +$28.4K 0.01% 204
2021
Q3 		$17K Hold
300
– – ﹤0.01% 256
2021
Q2 		$19K Hold
300
– – ﹤0.01% 254
2021
Q1 		$19K Hold
300
– – 0.01% 242
2020
Q4 		$17K Hold
300
– – ﹤0.01% 251
2020
Q3 		$14K Hold
300
– – ﹤0.01% 248
2020
Q2 		$12K Hold
300
– – ﹤0.01% 254
2020
Q1 		$9K Sell
300
-37
-11% -$1.57K ﹤0.01% 247
2019
Q4 		$18K Sell
337
-1
-0.3% -$52 0.01% 252
2019
Q3 		$16K Buy
338
+5
+2% +$234 0.01% 337
2019
Q2 		$16K Buy
+333
New +$17.6K ﹤0.01% 430

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Personal Financial Services's DOW Position: Q3 2024 in Review

First Personal Financial Services held its Dow Inc (DOW) position steady in Q3 2024 at 2,066 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #153.

First Personal Financial Services first reported a position in DOW in Q2 2019 and has held it in 22 quarters since. The position peaked at $139K in Q1 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • First Personal Financial Services held 2,066 shares of Dow Inc worth $113K as of Q3 2024.
  • First Personal Financial Services left its Dow Inc share count unchanged in Q3 2024.
  • Dow Inc made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #153 holding.
  • First Personal Financial Services first reported a position in Dow Inc in Q2 2019 and has held it in 22 quarters since.
  • First Personal Financial Services's Dow Inc position peaked at $139K in Q1 2024.
  • 1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.