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Impact Partnership Wealth’s Dow Inc DOW Stock Holding History

Impact Partnership Wealth’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
-11,767
Closed -$624K – 252
2024
Q2 		$624K Buy
11,767
+1,216
+12% +$69.5K 0.16% 82
2024
Q1 		$611K Sell
10,551
-2,287
-18% -$126K 0.24% 56
2023
Q4 		$704K Buy
12,838
+1,306
+11% +$66.7K 0.26% 55
2023
Q3 		$595K Buy
11,532
+10,947
+1,871% +$588K 0.19% 56
2023
Q2 		$31.2K Buy
+585
New +$31.1K 0.01% 292

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Impact Partnership Wealth's DOW Position: Q3 2024 in Review

Impact Partnership Wealth sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 11,767 shares — an estimated $624K sold.

Impact Partnership Wealth first reported a position in DOW in Q2 2023 and held it in 5 quarters. The position peaked at $704K in Q4 2023. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Impact Partnership Wealth reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 11,767 Dow Inc shares in Q3 2024, an estimated $624K.
  • Impact Partnership Wealth first reported a position in Dow Inc in Q2 2023 and held it in 5 quarters.
  • Impact Partnership Wealth's Dow Inc position peaked at $704K in Q4 2023.
  • 1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Impact Partnership Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.