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Kohmann Bosshard Financial Services’s Dow Inc DOW Stock Holding History

Kohmann Bosshard Financial Services’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
2025
Q1 		– Sell
-64
Closed -$2.57K – 420
2024
Q4 		$2.57K Buy
+64
New +$2.99K ﹤0.01% 568

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Kohmann Bosshard Financial Services's DOW Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 64 shares — an estimated $2.57K sold.

Kohmann Bosshard Financial Services first reported a position in DOW in Q4 2024 and held it in 1 quarter. The position peaked at $2.57K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 64 Dow Inc shares in Q1 2025, an estimated $2.57K.
  • Kohmann Bosshard Financial Services first reported a position in Dow Inc in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Dow Inc position peaked at $2.57K in Q4 2024.
  • 1,347 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.