MW
DOW icon

Marcum Wealth’s Dow Inc DOW Stock Holding History

Marcum Wealth’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
-3,508
Closed -$203K – 397
2024
Q1 		$203K Sell
3,508
-1,408
-29% -$77.8K 0.02% 341
2023
Q4 		$270K Sell
4,916
-624
-11% -$31.9K 0.03% 272
2023
Q3 		$286K Sell
5,540
-421
-7% -$22.6K 0.03% 253
2023
Q2 		$317K Sell
5,961
-3,003
-34% -$160K 0.04% 234
2023
Q1 		$491K Buy
8,964
+938
+12% +$52.8K 0.06% 175
2022
Q4 		$404K Sell
8,026
-431
-5% -$21.1K 0.05% 194
2022
Q3 		$372K Sell
8,457
-1,040
-11% -$52.7K 0.06% 200
2022
Q2 		$490K Buy
9,497
+1,585
+20% +$102K 0.07% 157
2022
Q1 		$504K Buy
7,912
+1,866
+31% +$113K 0.07% 156
2021
Q4 		$343K Sell
6,046
-1,630
-21% -$92.9K 0.05% 226
2021
Q3 		$442K Sell
7,676
-438
-5% -$26.8K 0.07% 170
2021
Q2 		$513K Buy
8,114
+248
+3% +$16.4K 0.08% 143
2021
Q1 		$503K Buy
+7,866
New +$471K 0.08% 144

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Marcum Wealth's DOW Position: Q2 2024 in Review

Marcum Wealth sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 3,508 shares — an estimated $203K sold.

Marcum Wealth first reported a position in DOW in Q1 2021 and held it in 13 quarters. The position peaked at $513K in Q2 2021. 1,549 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Marcum Wealth reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
  • Marcum Wealth sold 3,508 Dow Inc shares in Q2 2024, an estimated $203K.
  • Marcum Wealth first reported a position in Dow Inc in Q1 2021 and held it in 13 quarters.
  • Marcum Wealth's Dow Inc position peaked at $513K in Q2 2021.
  • 1,549 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Marcum Wealth's 13F filing for Q2 2024, filed 2 Jul 2024.