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Founders Financial Alliance’s Dow Inc DOW Stock Holding History

Founders Financial Alliance’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
-3,726
Closed -$204K – 582
2024
Q3 		$204K Sell
3,726
-99
-3% -$5.23K 0.06% 283
2024
Q2 		$203K Buy
3,825
+1
+0% +$57 0.06% 262
2024
Q1 		$222K Buy
3,824
+90
+2% +$4.97K 0.07% 251
2023
Q4 		$205K Buy
+3,734
New +$191K 0.08% 239
2023
Q3 		– Sell
-4,210
Closed -$224K – 485
2023
Q2 		$224K Buy
+4,210
New +$224K 0.09% 233
2020
Q4 		– Sell
-2,538
Closed -$120K – 643
2020
Q3 		$120K Buy
+2,538
New +$114K 0.07% 229

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 $3.38T AUM 44.17% 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

Founders Financial Alliance's DOW Position: Q4 2024 in Review

Founders Financial Alliance sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 3,726 shares — an estimated $204K sold.

Founders Financial Alliance first reported a position in DOW in Q3 2020 and held it in 6 quarters. The position peaked at $224K in Q2 2023. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Founders Financial Alliance reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Founders Financial Alliance sold 3,726 Dow Inc shares in Q4 2024, an estimated $204K.
  • Founders Financial Alliance first reported a position in Dow Inc in Q3 2020 and held it in 6 quarters.
  • Founders Financial Alliance's Dow Inc position peaked at $224K in Q2 2023.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Founders Financial Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.