Householder Group Estate & Retirement Specialist’s Dow Inc DOW Stock Holding History

Householder Group Estate & Retirement Specialist’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	$5K	Sell	125 -473	-79%	-$22.1K	﹤0.01%	425
2024 Q3	$32K	Buy	598 +3	+0.5%	+$158	0.01%	574
2024 Q2	$31K	Buy	595 +3	+0.5%	+$171	0.01%	575
2024 Q1	$34.3K	Buy	592 +44	+8%	+$2.43K	0.01%	550
2023 Q4	$30K	Sell	548 -32	-6%	-$1.64K	0.01%	557
2023 Q3	$29.9K	Buy	+580	New	+$31.1K	0.01%	554
2023 Q1	$114K	Buy	+2,071	New	+$117K	0.04%	282
2022 Q4	–	Sell	-2,709	Closed	-$119K	–	501
2022 Q3	$119K	Buy	+2,709	New	+$137K	0.05%	239
2022 Q1	–	Sell	-4,173	Closed	-$237K	–	196
2021 Q4	$237K	Buy	+4,173	New	+$238K	0.09%	180

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DOW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Dow Inc (DOW) stake by 79% in Q4 2024, selling an estimated $22.1K and leaving 125 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Householder Group Estate & Retirement Specialist first reported a position in DOW in Q4 2021 and has held it in 9 quarters since. The position peaked at $237K in Q4 2021. 1,420 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Householder Group Estate & Retirement Specialist held 125 shares of Dow Inc worth $5K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 473 Dow Inc shares in Q4 2024, an estimated $22.1K.
Dow Inc made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #425 holding.
Householder Group Estate & Retirement Specialist first reported a position in Dow Inc in Q4 2021 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Dow Inc position peaked at $237K in Q4 2021.
1,420 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.