GI
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Gradient Investments’s Dow Inc DOW Stock Holding History

Gradient Investments’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
Q3 		– Sell
-1,300
Closed -$69K – 561
2024
Q2 		$69K Buy
1,300
+78
+6% +$4.46K ﹤0.01% 449
2024
Q1 		$70.8K Sell
1,222
-7,730
-86% -$427K ﹤0.01% 391
2023
Q4 		$491K Sell
8,952
-216
-2% -$11K 0.01% 259
2023
Q3 		$473K Sell
9,168
-656
-7% -$35.2K 0.01% 232
2023
Q2 		$523K Buy
9,824
+387
+4% +$20.6K 0.01% 220
2023
Q1 		$517K Buy
9,437
+258
+3% +$14.5K 0.01% 219
2022
Q4 		$463K Sell
9,179
-898
-9% -$43.9K 0.01% 235
2022
Q3 		$443K Sell
10,077
-200
-2% -$10.1K 0.01% 218
2022
Q2 		$530K Sell
10,277
-674
-6% -$43.2K 0.02% 210
2022
Q1 		$698K Buy
10,951
+526
+5% +$31.7K 0.02% 191
2021
Q4 		$591K Buy
10,425
+1,094
+12% +$62.4K 0.02% 193
2021
Q3 		$537K Sell
9,331
-173
-2% -$10.6K 0.02% 208
2021
Q2 		$601K Sell
9,504
-20
-0.2% -$1.32K 0.02% 199
2021
Q1 		$609K Buy
9,524
+1,095
+13% +$65.5K 0.02% 193
2020
Q4 		$397K Sell
8,429
-24
-0.3% -$1.24K 0.02% 216
2020
Q3 		$398K Sell
8,453
-240,026
-97% -$10.8M 0.02% 216
2020
Q2 		$10.1M Buy
248,479
+3,518
+1% +$129K 0.46% 62
2020
Q1 		$7.16M Buy
244,961
+46,914
+24% +$1.99M 0.39% 70
2019
Q4 		$10.8M Sell
198,047
-15,806
-7% -$817K 0.48% 56
2019
Q3 		$10.2M Buy
213,853
+20,568
+11% +$963K 0.5% 46
2019
Q2 		$9.53M Buy
+193,285
New +$10.2M 0.49% 50

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Gradient Investments's DOW Position: Q3 2024 in Review

Gradient Investments sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 1,300 shares — an estimated $69K sold.

Gradient Investments first reported a position in DOW in Q2 2019 and held it in 21 quarters. The position peaked at $10.8M in Q4 2019. 1,494 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Gradient Investments reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,300 Dow Inc shares in Q3 2024, an estimated $69K.
  • Gradient Investments first reported a position in Dow Inc in Q2 2019 and held it in 21 quarters.
  • Gradient Investments's Dow Inc position peaked at $10.8M in Q4 2019.
  • 1,494 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.