LBMC Investment Advisors’s Dow Inc DOW Stock Holding History

LBMC Investment Advisors’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	-4,398	Closed	-$240K	–	202
2024 Q3	$240K	Hold	4,398	–	–	0.02%	175
2024 Q2	$233K	Hold	4,398	–	–	0.02%	170
2024 Q1	$255K	Hold	4,398	–	–	0.02%	150
2023 Q4	$241K	Hold	4,398	–	–	0.02%	143
2023 Q3	$224K	Hold	4,398	–	–	0.02%	139
2023 Q2	$234K	Buy	4,398 +125	+3%	+$6.64K	0.02%	147
2023 Q1	$234K	Hold	4,273	–	–	0.02%	144
2022 Q4	$215K	Buy	+4,273	New	+$209K	0.02%	147
2022 Q3	–	Sell	-4,273	Closed	-$221K	–	154
2022 Q2	$221K	Hold	4,273	–	–	0.02%	141
2022 Q1	$272K	Hold	4,273	–	–	0.02%	127
2021 Q4	$242K	Hold	4,273	–	–	0.02%	150
2021 Q3	$246K	Hold	4,273	–	–	0.02%	142
2021 Q2	$270K	Hold	4,273	–	–	0.03%	135
2021 Q1	$273K	Hold	4,273	–	–	0.03%	111
2020 Q4	$237K	Sell	4,273 -1	-0%	-$52	0.03%	114
2020 Q3	$201K	Buy	+4,274	New	+$192K	0.03%	115
2020 Q1	–	Sell	-4,229	Closed	-$231K	–	97
2019 Q4	$231K	Sell	4,229 -65	-2%	-$3.36K	0.03%	89
2019 Q3	$205K	Buy	+4,294	New	+$201K	0.03%	95

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 $3.38T AUM 44.17% 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

LBMC Investment Advisors's DOW Position: Q4 2024 in Review

LBMC Investment Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,398 shares — an estimated $240K sold.

LBMC Investment Advisors first reported a position in DOW in Q3 2019 and held it in 18 quarters. The position peaked at $273K in Q1 2021. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

LBMC Investment Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
LBMC Investment Advisors sold 4,398 Dow Inc shares in Q4 2024, an estimated $240K.
LBMC Investment Advisors first reported a position in Dow Inc in Q3 2019 and held it in 18 quarters.
LBMC Investment Advisors's Dow Inc position peaked at $273K in Q1 2021.
1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on LBMC Investment Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.