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FOCUS Wealth Advisors’s Dow Inc DOW Stock Holding History

FOCUS 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
Q4 		– Sell
-34,752
Closed -$1.9M – 59
2024
Q3 		$1.9M Sell
34,752
-112
-0.3% -$5.91K 0.95% 27
2024
Q2 		$1.85M Buy
34,864
+1,926
+6% +$110K 0.95% 29
2024
Q1 		$1.91M Buy
32,938
+4,997
+18% +$276K 1.02% 27
2023
Q4 		$1.53M Buy
27,941
+2,945
+12% +$150K 0.97% 30
2023
Q3 		$1.29M Sell
24,996
-28
-0.1% -$1.5K 0.89% 33
2023
Q2 		$1.33M Sell
25,024
-1,776
-7% -$94.4K 0.9% 32
2023
Q1 		$1.47M Buy
26,800
+936
+4% +$52.7K 0.96% 31
2022
Q4 		$1.3M Sell
25,864
-98
-0.4% -$4.79K 0.9% 32
2022
Q3 		$1.14M Sell
25,962
-66
-0.3% -$3.35K 0.81% 33
2022
Q2 		$1.34M Buy
26,028
+106
+0.4% +$6.79K 0.92% 29
2022
Q1 		$1.65M Buy
25,922
+696
+3% +$42K 0.98% 25
2021
Q4 		$1.43M Buy
25,226
+1,551
+7% +$88.4K 0.86% 27
2021
Q3 		$1.36M Buy
23,675
+1,774
+8% +$109K 0.92% 27
2021
Q2 		$1.39M Buy
21,901
+734
+3% +$48.5K 0.97% 27
2021
Q1 		$1.37M Sell
21,167
-154
-0.7% -$9.22K 1.01% 25
2020
Q4 		$1.18M Buy
+21,321
New +$1.1M 0.91% 27

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FOCUS Wealth Advisors's DOW Position: Q4 2024 in Review

FOCUS Wealth Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 34,752 shares — an estimated $1.9M sold.

FOCUS Wealth Advisors first reported a position in DOW in Q4 2020 and held it in 16 quarters. The position peaked at $1.91M in Q1 2024. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • FOCUS Wealth Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 34,752 Dow Inc shares in Q4 2024, an estimated $1.9M.
  • FOCUS Wealth Advisors first reported a position in Dow Inc in Q4 2020 and held it in 16 quarters.
  • FOCUS Wealth Advisors's Dow Inc position peaked at $1.91M in Q1 2024.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on FOCUS Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.