KW
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KWB Wealth’s Dow Inc DOW Stock Holding History

KWB Wealth’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
Q3 		– Sell
-3,876
Closed -$225K – 135
2024
Q2 		$225K Sell
3,876
-91
-2% -$5.2K 0.03% 123
2024
Q1 		$230K Sell
3,967
-767
-16% -$42.4K 0.03% 122
2023
Q4 		$260K Buy
4,734
+50
+1% +$2.56K 0.04% 115
2023
Q3 		$249K Hold
4,684
– – 0.04% 112
2023
Q2 		$249K Buy
4,684
+183
+4% +$9.73K 0.04% 113
2023
Q1 		$227K Hold
4,501
– – 0.04% 110
2022
Q4 		$227K Buy
+4,501
New +$220K 0.04% 104

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

KWB Wealth's DOW Position: Q3 2024 in Review

KWB Wealth sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 3,876 shares — an estimated $225K sold.

KWB Wealth first reported a position in DOW in Q4 2022 and held it in 7 quarters. The position peaked at $260K in Q4 2023. 1,493 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • KWB Wealth reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • KWB Wealth sold 3,876 Dow Inc shares in Q3 2024, an estimated $225K.
  • KWB Wealth first reported a position in Dow Inc in Q4 2022 and held it in 7 quarters.
  • KWB Wealth's Dow Inc position peaked at $260K in Q4 2023.
  • 1,493 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on KWB Wealth's 13F filing for Q3 2024, filed 7 Oct 2024.