Lake Street Advisors Group’s Dow Inc DOW Stock Holding History

Lake Street Advisors 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 Q2	–	Sell	-4,088	Closed	-$237K	–	634
2024 Q1	$237K	Sell	4,088 -152	-4%	-$8.4K	0.01%	517
2023 Q4	$233K	Buy	+4,240	New	+$217K	0.01%	511

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lake Street Advisors Group's DOW Position: Q2 2024 in Review

Lake Street Advisors Group sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 4,088 shares — an estimated $237K sold.

Lake Street Advisors Group first reported a position in DOW in Q4 2023 and held it in 2 quarters. The position peaked at $237K in Q1 2024. 1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Lake Street Advisors Group reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Lake Street Advisors Group sold 4,088 Dow Inc shares in Q2 2024, an estimated $237K.
Lake Street Advisors Group first reported a position in Dow Inc in Q4 2023 and held it in 2 quarters.
Lake Street Advisors Group's Dow Inc position peaked at $237K in Q1 2024.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Lake Street Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.