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Legend Financial Advisors’s Dow Inc DOW Stock Holding History

Legend Financial 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
-250
Closed -$13.7K – 269
2024
Q3 		$13.7K Hold
250
– – 0.01% 90
2024
Q2 		$13.3K Hold
250
– – 0.01% 126
2024
Q1 		$14.5K Hold
250
– – 0.01% 112
2023
Q4 		$13.7K Hold
250
– – 0.01% 107
2023
Q3 		$12.9K Hold
250
– – 0.01% 122
2023
Q2 		$13.3K Hold
250
– – 0.01% 130
2023
Q1 		$13.7K Sell
250
-250
-50% -$14.1K 0.01% 129
2022
Q4 		$25.2K Hold
500
– – 0.02% 100
2022
Q3 		$22K Buy
+500
New +$25.4K 0.02% 94

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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legend Financial Advisors's DOW Position: Q4 2024 in Review

Legend Financial Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 250 shares — an estimated $13.7K sold.

Legend Financial Advisors first reported a position in DOW in Q3 2022 and held it in 9 quarters. The position peaked at $25.2K in Q4 2022. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Legend Financial Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 250 Dow Inc shares in Q4 2024, an estimated $13.7K.
  • Legend Financial Advisors first reported a position in Dow Inc in Q3 2022 and held it in 9 quarters.
  • Legend Financial Advisors's Dow Inc position peaked at $25.2K in Q4 2022.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Legend Financial Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.