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Glassman Wealth Services’s Dow Inc DOW Stock Holding History

Glassman Wealth Services’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
-1,215
Closed -$66.6K – 657
2023
Q4 		$66.6K Sell
1,215
-126
-9% -$6.44K 0.01% 386
2023
Q3 		$69.1K Buy
1,341
+215
+19% +$11.5K 0.01% 344
2023
Q2 		$60K Buy
1,126
+64
+6% +$3.4K 0.01% 360
2023
Q1 		$58.2K Buy
1,062
+71
+7% +$4K 0.01% 378
2022
Q4 		$49.9K Sell
991
-90
-8% -$4.4K 0.01% 424
2022
Q3 		$47K Sell
1,081
-135
-11% -$6.84K 0.01% 401
2022
Q2 		$63K Buy
1,216
+219
+22% +$14K 0.01% 343
2022
Q1 		$64K Buy
997
+132
+15% +$7.96K 0.01% 346
2021
Q4 		$49K Buy
865
+71
+9% +$4.05K 0.01% 377
2021
Q3 		$46K Buy
794
+104
+15% +$6.37K 0.01% 383
2021
Q2 		$44K Buy
690
+18
+3% +$1.19K 0.01% 384
2021
Q1 		$43K Buy
672
+43
+7% +$2.57K 0.01% 353
2020
Q4 		$35K Buy
629
+21
+3% +$1.08K 0.01% 396
2020
Q3 		$29K Buy
608
+142
+30% +$6.38K 0.01% 377
2020
Q2 		$19K Buy
466
+97
+26% +$3.55K 0.01% 386
2020
Q1 		$11K Sell
369
-199
-35% -$8.46K ﹤0.01% 417
2019
Q4 		$31K Buy
568
+54
+11% +$2.79K 0.01% 320
2019
Q3 		$24K Sell
514
-75
-13% -$3.51K 0.01% 332
2019
Q2 		$29K Buy
+589
New +$31.1K 0.01% 318

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Glassman Wealth Services's DOW Position: Q1 2024 in Review

Glassman Wealth Services sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 1,215 shares — an estimated $66.6K sold.

Glassman Wealth Services first reported a position in DOW in Q2 2019 and held it in 19 quarters. The position peaked at $69.1K in Q3 2023. 1,612 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • Glassman Wealth Services reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,215 Dow Inc shares in Q1 2024, an estimated $66.6K.
  • Glassman Wealth Services first reported a position in Dow Inc in Q2 2019 and held it in 19 quarters.
  • Glassman Wealth Services's Dow Inc position peaked at $69.1K in Q3 2023.
  • 1,612 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.