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Glass Jacobson Investment Advisors’s Dow Inc DOW Stock Holding History

Glass Jacobson Investment 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
Q1 		– Sell
-111
Closed -$6.08K – 761
2023
Q4 		$6.08K Buy
111
+2
+2% +$102 ﹤0.01% 574
2023
Q3 		$5.64K Buy
109
+1
+0.9% +$54 ﹤0.01% 556
2023
Q2 		$5.75K Buy
+108
New +$5.74K ﹤0.01% 566
2022
Q4 		$5.3K Buy
+105
New +$5.13K ﹤0.01% 585

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

Glass Jacobson Investment Advisors's DOW Position: Q1 2024 in Review

Glass Jacobson Investment Advisors sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 111 shares — an estimated $6.08K sold.

Glass Jacobson Investment Advisors first reported a position in DOW in Q4 2022 and held it in 4 quarters. The position peaked at $6.08K in Q4 2023. 1,609 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • Glass Jacobson Investment Advisors reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 111 Dow Inc shares in Q1 2024, an estimated $6.08K.
  • Glass Jacobson Investment Advisors first reported a position in Dow Inc in Q4 2022 and held it in 4 quarters.
  • Glass Jacobson Investment Advisors's Dow Inc position peaked at $6.08K in Q4 2023.
  • 1,609 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.