FRG Family Wealth Advisors’s Dow Inc DOW Stock Holding History

FRG Family 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 Q2	–	Sell	-1,591	Closed	-$90.5K	–	202
2024 Q1	$90.5K	Buy	+1,591	New	+$87.9K	0.02%	169
2019 Q4	–	Sell	-4,572	Closed	-$218K	–	125
2019 Q3	$218K	Sell	4,572 -2,288	-33%	-$107K	0.06%	118
2019 Q2	$338K	Buy	+6,860	New	+$362K	0.09%	104

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FRG Family Wealth Advisors's DOW Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 1,591 shares — an estimated $90.5K sold.

FRG Family Wealth Advisors first reported a position in DOW in Q2 2019 and held it in 3 quarters. The position peaked at $338K in Q2 2019. 1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 1,591 Dow Inc shares in Q2 2024, an estimated $90.5K.
FRG Family Wealth Advisors first reported a position in Dow Inc in Q2 2019 and held it in 3 quarters.
FRG Family Wealth Advisors's Dow Inc position peaked at $338K in Q2 2019.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.