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High Net Worth Advisory Group’s Dow Inc DOW Stock Holding History

High Net Worth Advisory Group’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
2023
Q4 		– Sell
-4,172
Closed -$215K – 201
2023
Q3 		$215K Sell
4,172
-590
-12% -$31.7K 0.09% 178
2023
Q2 		$254K Buy
4,762
+244
+5% +$13K 0.1% 162
2023
Q1 		$248K Buy
4,518
+1
+0% +$56 0.1% 161
2022
Q4 		$228K Sell
4,517
-5,110
-53% -$250K 0.09% 172
2022
Q3 		$423K Sell
9,627
-47
-0.5% -$2.38K 0.18% 112
2022
Q2 		$499K Sell
9,674
-3,361
-26% -$215K 0.21% 103
2022
Q1 		$831K Buy
13,035
+154
+1% +$9.29K 0.3% 74
2021
Q4 		$731K Buy
+12,881
New +$734K 0.26% 81

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

High Net Worth Advisory Group's DOW Position: Q4 2023 in Review

High Net Worth Advisory Group sold out of Dow Inc (DOW) in Q4 2023, closing a stake of 4,172 shares — an estimated $215K sold.

High Net Worth Advisory Group first reported a position in DOW in Q4 2021 and held it in 8 quarters. The position peaked at $831K in Q1 2022. 1,596 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • High Net Worth Advisory Group reported no remaining Dow Inc position as of Q4 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 4,172 Dow Inc shares in Q4 2023, an estimated $215K.
  • High Net Worth Advisory Group first reported a position in Dow Inc in Q4 2021 and held it in 8 quarters.
  • High Net Worth Advisory Group's Dow Inc position peaked at $831K in Q1 2022.
  • 1,596 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on High Net Worth Advisory Group's 13F filing for Q4 2023, filed 8 Jan 2024.