KCFA
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Key Client Fiduciary Advisors’s Dow Inc DOW Stock Holding History

Key Client Fiduciary 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
Q4 		– Sell
-5,194
Closed -$284K – 199
2024
Q3 		$284K Sell
5,194
-267
-5% -$14.1K 0.13% 153
2024
Q2 		$290K Sell
5,461
-98
-2% -$5.6K 0.14% 143
2024
Q1 		$322K Sell
5,559
-401
-7% -$22.2K 0.17% 133
2023
Q4 		$327K Sell
5,960
-2,168
-27% -$111K 0.19% 126
2023
Q3 		$419K Buy
8,128
+7
+0.1% +$376 0.26% 96
2023
Q2 		$433K Sell
8,121
-2,291
-22% -$122K 0.25% 93
2023
Q1 		$571K Buy
10,412
+430
+4% +$24.2K 0.36% 62
2022
Q4 		$503K Buy
+9,982
New +$488K 0.34% 67

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Key Client Fiduciary Advisors's DOW Position: Q4 2024 in Review

Key Client Fiduciary Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 5,194 shares — an estimated $284K sold.

Key Client Fiduciary Advisors first reported a position in DOW in Q4 2022 and held it in 8 quarters. The position peaked at $571K in Q1 2023. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Key Client Fiduciary Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 5,194 Dow Inc shares in Q4 2024, an estimated $284K.
  • Key Client Fiduciary Advisors first reported a position in Dow Inc in Q4 2022 and held it in 8 quarters.
  • Key Client Fiduciary Advisors's Dow Inc position peaked at $571K in Q1 2023.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.