LGT Financial Advisors’s Dow Inc DOW Stock Holding History

LGT 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 Q2	–	Sell	-446	Closed	-$25.8K	–	799
2024 Q1	$25.8K	Hold	446	–	–	0.03%	317
2023 Q4	$24.5K	Hold	446	–	–	0.03%	307
2023 Q3	$23K	Buy	+446	New	+$23.9K	0.03%	314

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

LGT Financial Advisors's DOW Position: Q2 2024 in Review

LGT Financial Advisors sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 446 shares — an estimated $25.8K sold.

LGT Financial Advisors first reported a position in DOW in Q3 2023 and held it in 3 quarters. The position peaked at $25.8K in Q1 2024. 1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

LGT Financial Advisors reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
LGT Financial Advisors sold 446 Dow Inc shares in Q2 2024, an estimated $25.8K.
LGT Financial Advisors first reported a position in Dow Inc in Q3 2023 and held it in 3 quarters.
LGT Financial Advisors's Dow Inc position peaked at $25.8K in Q1 2024.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.