Founders Financial Securities’s Dow Inc DOW Stock Holding History

Founders Financial Securities’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	–	Sell	-7,188	Closed	-$381K	–	442
2024 Q2	$381K	Buy	+7,188	New	+$411K	0.04%	321

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Founders Financial Securities's DOW Position: Q3 2024 in Review

Founders Financial Securities sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 7,188 shares — an estimated $381K sold.

Founders Financial Securities first reported a position in DOW in Q2 2024 and held it in 1 quarter. The position peaked at $381K in Q2 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Founders Financial Securities reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Founders Financial Securities sold 7,188 Dow Inc shares in Q3 2024, an estimated $381K.
Founders Financial Securities first reported a position in Dow Inc in Q2 2024 and held it in 1 quarter.
Founders Financial Securities's Dow Inc position peaked at $381K in Q2 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Founders Financial Securities's 13F filing for Q3 2024, filed 12 Nov 2024.