Hershey Financial Advisers’s Dow Inc DOW Stock Holding History

Hershey Financial Advisers’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 Q2	$40K	Buy	+754	New	+$43.1K	0.04%	77

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hershey Financial Advisers's DOW Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Dow Inc (DOW) in Q2 2024: 754 shares worth $40K. The stake represents 0.04% of the portfolio and ranks #77 among its holdings.

1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Hershey Financial Advisers held 754 shares of Dow Inc worth $40K as of Q2 2024.
Dow Inc was a new Hershey Financial Advisers position in Q2 2024.
Dow Inc made up 0.04% of Hershey Financial Advisers's portfolio in Q2 2024, its #77 holding.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.