Horizon Wealth Management’s Dow Inc DOW Stock Holding History

Horizon Wealth Management’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	-4,088	Closed	-$224K	–	90
2023 Q4	$224K	Sell	4,088 -29	-0.7%	-$1.48K	0.06%	71
2023 Q3	$212K	Buy	4,117 +94	+2%	+$5.05K	0.09%	71
2023 Q2	$214K	Buy	4,023 +28	+0.7%	+$1.49K	0.08%	72
2023 Q1	$219K	Buy	+3,995	New	+$225K	0.16%	69

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Horizon Wealth Management's DOW Position: Q1 2024 in Review

Horizon Wealth Management sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 4,088 shares — an estimated $224K sold.

Horizon Wealth Management first reported a position in DOW in Q1 2023 and held it in 4 quarters. The position peaked at $224K in Q4 2023. 1,611 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

Horizon Wealth Management reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
Horizon Wealth Management sold 4,088 Dow Inc shares in Q1 2024, an estimated $224K.
Horizon Wealth Management first reported a position in Dow Inc in Q1 2023 and held it in 4 quarters.
Horizon Wealth Management's Dow Inc position peaked at $224K in Q4 2023.
1,611 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Horizon Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.