MFS
DOW icon

Madrona Financial Services’s Dow Inc DOW Stock Holding History

Madrona Financial Services’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
-4,230
Closed -$231K – 114
2024
Q3 		$231K Sell
4,230
-17
-0.4% -$897 0.06% 94
2024
Q2 		$225K Sell
4,247
-155
-4% -$8.86K 0.07% 88
2024
Q1 		$255K Buy
4,402
+172
+4% +$9.51K 0.09% 77
2023
Q4 		$232K Buy
4,230
+7
+0.2% +$358 0.09% 75
2023
Q3 		$218K Hold
4,223
– – 0.1% 90
2023
Q2 		$225K Hold
4,223
– – 0.11% 89
2023
Q1 		$232K Hold
4,223
– – 0.12% 77
2022
Q4 		$213K Buy
+4,223
New +$206K 0.12% 73
2022
Q3 		– Sell
-4,200
Closed -$217K – 74
2022
Q2 		$217K Hold
4,200
– – 0.13% 74
2022
Q1 		$257K Hold
4,200
– – 0.13% 68
2021
Q4 		$238K Buy
+4,200
New +$239K 0.1% 68

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

Madrona Financial Services's DOW Position: Q4 2024 in Review

Madrona Financial Services sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,230 shares — an estimated $231K sold.

Madrona Financial Services first reported a position in DOW in Q4 2021 and held it in 11 quarters. The position peaked at $257K in Q1 2022. 1,422 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Madrona Financial Services reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Madrona Financial Services sold 4,230 Dow Inc shares in Q4 2024, an estimated $231K.
  • Madrona Financial Services first reported a position in Dow Inc in Q4 2021 and held it in 11 quarters.
  • Madrona Financial Services's Dow Inc position peaked at $257K in Q1 2022.
  • 1,422 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Madrona Financial Services's 13F filing for Q4 2024, filed 17 Jan 2025.