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Global Wealth Management Investment Advisory’s Dow Inc DOW Stock Holding History

Global Wealth Management Investment Advisory’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
-90,630
Closed -$4.95M – 144
2024
Q3 		$4.95M Buy
90,630
+20,532
+29% +$1.08M 1.07% 27
2024
Q2 		$3.72M Buy
70,098
+2,625
+4% +$150K 0.87% 41
2024
Q1 		$3.91M Buy
67,473
+245
+0.4% +$13.5K 0.96% 36
2023
Q4 		$3.69M Sell
67,228
-692
-1% -$35.4K 0.95% 32
2023
Q3 		$3.5M Sell
67,920
-281
-0.4% -$15.1K 0.98% 30
2023
Q2 		$3.63M Buy
68,201
+483
+0.7% +$25.7K 1% 31
2023
Q1 		$3.71M Sell
67,718
-928
-1% -$52.2K 1.12% 25
2022
Q4 		$3.46M Buy
68,646
+1,005
+1% +$49.1K 1.13% 29
2022
Q3 		$2.97M Buy
67,641
+3,411
+5% +$173K 1.06% 33
2022
Q2 		$3.31M Buy
64,230
+454
+0.7% +$29.1K 1.12% 30
2022
Q1 		$4.06M Buy
63,776
+2,941
+5% +$177K 1.21% 23
2021
Q4 		$3.45M Buy
60,835
+3,538
+6% +$202K 1.04% 32
2021
Q3 		$3.3M Buy
57,297
+15,940
+39% +$976K 1.04% 31
2021
Q2 		$2.62M Buy
41,357
+964
+2% +$63.7K 0.87% 40
2021
Q1 		$2.58M Buy
40,393
+8,654
+27% +$518K 0.93% 35
2020
Q4 		$1.76M Sell
31,739
-329
-1% -$17K 0.68% 54
2020
Q3 		$1.51M Sell
32,068
-2,308
-7% -$104K 0.65% 54
2020
Q2 		$1.4M Buy
34,376
+860
+3% +$31.5K 0.6% 61
2020
Q1 		$980K Buy
33,516
+32,767
+4,375% +$1.39M 0.49% 64
2019
Q4 		$41K Buy
749
+283
+61% +$14.6K 0.02% 198
2019
Q3 		$22K Hold
466
– – 0.01% 238
2019
Q2 		$23K Buy
+466
New +$24.6K 0.01% 249

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

Global Wealth Management Investment Advisory's DOW Position: Q4 2024 in Review

Global Wealth Management Investment Advisory sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 90,630 shares — an estimated $4.95M sold.

Global Wealth Management Investment Advisory first reported a position in DOW in Q2 2019 and held it in 22 quarters. The position peaked at $4.95M in Q3 2024. 1,420 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Global Wealth Management Investment Advisory reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 90,630 Dow Inc shares in Q4 2024, an estimated $4.95M.
  • Global Wealth Management Investment Advisory first reported a position in Dow Inc in Q2 2019 and held it in 22 quarters.
  • Global Wealth Management Investment Advisory's Dow Inc position peaked at $4.95M in Q3 2024.
  • 1,420 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.