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Focused Wealth Management’s Dow Inc DOW Stock Holding History

Focused 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
2021
Q3 		– Sell
-4,400
Closed -$4K – 1021
2021
Q2 		$4K Buy
+4,400
New +$291K ﹤0.01% 747
2020
Q1 		– Sell
-20,000
Closed -$20K – 721
2019
Q4 		$20K Buy
+20,000
New +$1.03M ﹤0.01% 405

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Focused Wealth Management's DOW Position: Q1 2024 in Review

Focused Wealth Management sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 244 shares — an estimated $13.4K sold.

Focused Wealth Management first reported a position in DOW in Q2 2019 and held it in 19 quarters. The position peaked at $28K in Q2 2021. 1,610 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • Focused Wealth Management reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 244 Dow Inc shares in Q1 2024, an estimated $13.4K.
  • Focused Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 19 quarters.
  • Focused Wealth Management's Dow Inc position peaked at $28K in Q2 2021.
  • 1,610 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.