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Integris Wealth Management’s Dow Inc DOW Stock Holding History

Integris 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
Q4 		– Sell
-3,666
Closed -$200K – 105
2024
Q3 		$200K Buy
+3,666
New +$194K 0.06% 102
2024
Q2 		– Sell
-3,666
Closed -$212K – 96
2024
Q1 		$212K Hold
3,666
– – 0.06% 93
2023
Q4 		$201K Buy
+3,666
New +$187K 0.06% 92
2023
Q2 		– Sell
-3,666
Closed -$201K – 83
2023
Q1 		$201K Buy
+3,666
New +$206K 0.07% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integris Wealth Management's DOW Position: Q4 2024 in Review

Integris Wealth Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 3,666 shares — an estimated $200K sold.

Integris Wealth Management first reported a position in DOW in Q1 2023 and held it in 4 quarters. The position peaked at $212K in Q1 2024. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Integris Wealth Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Integris Wealth Management sold 3,666 Dow Inc shares in Q4 2024, an estimated $200K.
  • Integris Wealth Management first reported a position in Dow Inc in Q1 2023 and held it in 4 quarters.
  • Integris Wealth Management's Dow Inc position peaked at $212K in Q1 2024.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Integris Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.