IBEX Wealth Advisors’s Dow Inc DOW Stock Holding History

IBEX Wealth Advisors’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	-693	Closed	-$36.8K	–	128
2024 Q2	$36.8K	Buy	+693	New	+$39.6K	0.01%	173
2021 Q4	–	Sell	-2,244	Closed	-$129K	–	246
2021 Q3	$129K	Sell	2,244 -78,032	-97%	-$4.78M	0.02%	214
2021 Q2	$5.08M	Buy	80,276 +3,396	+4%	+$224K	1.02%	32
2021 Q1	$4.92M	Buy	+76,880	New	+$4.6M	1.21%	25
2019 Q3	–	Sell	-21,017	Closed	-$1.04M	–	147
2019 Q2	$1.04M	Buy	+21,017	New	+$1.11M	0.3%	102

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

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

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

Norges Bank Oslo, Norway $935B AUM

IBEX Wealth Advisors's DOW Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 693 shares — an estimated $36.8K sold.

IBEX Wealth Advisors first reported a position in DOW in Q2 2019 and held it in 5 quarters. The position peaked at $5.08M in Q2 2021. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

IBEX Wealth Advisors reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 693 Dow Inc shares in Q3 2024, an estimated $36.8K.
IBEX Wealth Advisors first reported a position in Dow Inc in Q2 2019 and held it in 5 quarters.
IBEX Wealth Advisors's Dow Inc position peaked at $5.08M in Q2 2021.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.