King Wealth Management Group’s Dow Inc DOW Stock Holding History

King Wealth Management 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	–	Sell	-4,730	Closed	-$258K	–	158
2024 Q3	$258K	Hold	4,730	–	–	0.04%	122
2024 Q2	$251K	Hold	4,730	–	–	0.04%	124
2024 Q1	$274K	Hold	4,730	–	–	0.05%	119
2023 Q4	$259K	Hold	4,730	–	–	0.05%	120
2023 Q3	$244K	Hold	4,730	–	–	0.05%	123
2023 Q2	$252K	Hold	4,730	–	–	0.05%	127
2023 Q1	$259K	Hold	4,730	–	–	0.06%	123
2022 Q4	$238K	Hold	4,730	–	–	0.06%	123
2022 Q3	$208K	Hold	4,730	–	–	0.05%	135
2022 Q2	$244K	Hold	4,730	–	–	0.06%	138
2022 Q1	$301K	Hold	4,730	–	–	0.06%	135
2021 Q4	$268K	Hold	4,730	–	–	0.05%	147
2021 Q3	$272K	Buy	4,730 +500	+12%	+$30.6K	0.06%	146
2021 Q2	$268K	Hold	4,230	–	–	0.05%	146
2021 Q1	$270K	Hold	4,230	–	–	0.06%	135
2020 Q4	$235K	Buy	+4,230	New	+$218K	0.06%	136

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

King Wealth Management Group's DOW Position: Q4 2024 in Review

King Wealth Management Group sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,730 shares — an estimated $258K sold.

King Wealth Management Group first reported a position in DOW in Q4 2020 and held it in 16 quarters. The position peaked at $301K in Q1 2022. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

King Wealth Management Group reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
King Wealth Management Group sold 4,730 Dow Inc shares in Q4 2024, an estimated $258K.
King Wealth Management Group first reported a position in Dow Inc in Q4 2020 and held it in 16 quarters.
King Wealth Management Group's Dow Inc position peaked at $301K in Q1 2022.
1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on King Wealth Management Group's 13F filing for Q4 2024, filed 10 Feb 2025.