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Gilliland Jeter Wealth Management’s Dow Inc DOW Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-1,698
Closed -$92.8K – 292
2024
Q3 		$92.8K Hold
1,698
– – 0.03% 228
2024
Q2 		$90.1K Sell
1,698
-200
-11% -$11.4K 0.03% 224
2024
Q1 		$110K Buy
+1,898
New +$105K 0.04% 210

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gilliland Jeter Wealth Management's DOW Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 1,698 shares — an estimated $92.8K sold.

Gilliland Jeter Wealth Management first reported a position in DOW in Q1 2024 and held it in 3 quarters. The position peaked at $110K in Q1 2024. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,698 Dow Inc shares in Q4 2024, an estimated $92.8K.
  • Gilliland Jeter Wealth Management first reported a position in Dow Inc in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Dow Inc position peaked at $110K in Q1 2024.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.