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Kiely Wealth Advisory Group’s Dow Inc DOW Stock Holding History

Kiely Wealth Advisory Group’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 		$8.29K Hold
215
– – 0.01% 212
2024
Q3 		$9.69K Hold
215
– – 0.01% 202
2024
Q2 		$11.3K Buy
215
+15
+8% +$857 0.01% 178
2024
Q1 		$11.4K Sell
200
-190
-49% -$10.5K 0.01% 161
2023
Q4 		$21.3K Buy
+390
New +$19.9K 0.01% 136

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

Kiely Wealth Advisory Group's DOW Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Dow Inc (DOW) position steady in Q4 2024 at 215 shares worth $8.29K. The position accounts for 0.01% of the portfolio, ranked #212.

Kiely Wealth Advisory Group first reported a position in DOW in Q4 2023 and has held it in 5 quarters since. The position peaked at $21.3K in Q4 2023. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Kiely Wealth Advisory Group held 215 shares of Dow Inc worth $8.29K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Dow Inc share count unchanged in Q4 2024.
  • Dow Inc made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #212 holding.
  • Kiely Wealth Advisory Group first reported a position in Dow Inc in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Dow Inc position peaked at $21.3K in Q4 2023.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.